Robert L. Gardner

GRADIENT ADVISORS

Okatie, SC 29909

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CRD#: 2131726

Professional summary

Robert Leroy Gardner Jr, who also goes by Bob Gardner Jr, Bob Gardner, Robert Leroy Gardner Jr, Robert Leroy Gardner, Robert Gardner, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Okatie, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Robert has worked at 14 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Gardner Jr | Bob Gardner | Robert Leroy Gardner Jr | Robert Leroy Gardner | Robert Gardner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Leroy Gardner Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 23, 2025 - Present

GRADIENT ADVISORS, LLC

Office #1: 110 Traders Cross, Okatie, SC 29909Office #2: 33 Market Point Dr, Greenville, SC 29607

RIA

CRD#: 152665

Okatie, SC

Past

March 2, 2023 - June 10, 2025

IP FINANCIAL ADVISORY SERVICES LLC

RIA

CRD#: 305772

Greenville, SC

Past

October 3, 2008 - February 1, 2023

WSG ADVISORS, LLC

RIA

CRD#: 148319

BLUFFTON, SC

Past

June 2, 2008 - October 3, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

HILTON HEAD ISLAND, SC

Past

February 27, 2007 - June 27, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

HILTON HEAD ISLAND, SC

Past

February 27, 2007 - June 27, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

HILTON HEAD ISLAND, SC

Past

September 30, 2004 - February 27, 2007

SSN ADVISORY, INC.

RIA

CRD#: 126090

HILTON HEAD ISLAND, SC

Past

September 30, 2004 - February 27, 2007

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

HILTON HEAD ISLAND, SC

Past

October 3, 2002 - September 30, 2004

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

FREDERICK, MD

Past

September 5, 2002 - September 30, 2004

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

June 21, 2000 - September 5, 2002

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

September 17, 1997 - June 21, 2000

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

May 31, 1994 - September 5, 1997

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

February 16, 1993 - May 10, 1994

BANNER FINANCIAL SERVICES GROUP

CRD#: 22886

ROCKVILLE, MD

Past

April 8, 1991 - October 20, 1992

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(7/11/2025)

IAR

South Carolina
(4/25/2025)

IAR

Texas
(4/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/19/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/23/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/5/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/6/2001

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 1/4/1993

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert L. Gardner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Leroy Gardner Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

IP FINANCIAL ADVISORY SERVICES LLC

WSG ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

WALNUT STREET SECURITIES, INC.

SUNSET FINANCIAL SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

BANNER FINANCIAL SERVICES GROUP

OSAIC FS, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/1996

Series 63

Date: 3/28/1991

Series 7

Date: 1/23/2001

Series 6

Date: 4/5/1991

Series 24

Date: 3/6/2001

Series 26

Date: 1/4/1993

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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