Robert M. Cerrito

GRADIENT ADVISORS

Saint Petersburg, FL 33701

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CRD#: 2401876

Professional summary

Robert Mark Cerrito, who also goes by Rob Cerrito, Robert Mark Cerrito Mr, Robert Mark Cerrito, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Saint Petersburg, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Cerrito | Robert Mark Cerrito Mr | Robert Mark Cerrito

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 Mark Cerrito'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 7, 2025 - Present

GRADIENT ADVISORS, LLC

Office #1: 360 Central Ave, Saint Petersburg, FL 33701

RIA

CRD#: 152665

Saint Petersburg, FL

Past

August 15, 2022 - April 9, 2025

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

St. Petersburgf, FL

Past

June 11, 2021 - July 14, 2022

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

RIA

CRD#: 206518

TAMPA, FL

Past

June 23, 2017 - June 2, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TAMPA, FL

Past

June 6, 2017 - June 2, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

TAMPA, FL

Past

November 20, 2015 - May 12, 2017

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

St. Petersburg, FL

Past

March 25, 2013 - September 22, 2015

SIGNATURE INVESTMENTS, INC.

RIA

CRD#: 113443

DAYTON, OH

Past

March 1, 2011 - December 31, 2012

SICOR SECURITIES INC

RIA

CRD#: 16195

PALM HARBOR, FL

Past

February 22, 2011 - August 12, 2013

SICOR SECURITIES INC

CRD#: 16195

VERO BEACH, FL

Past

May 24, 2010 - March 2, 2011

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

CLEARWATER, FL

Past

April 24, 2009 - April 13, 2010

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

CLEARWATER, FL

Past

July 16, 2008 - February 17, 2009

ALTERNA CAPITAL CORP.

CRD#: 130233

FT. LAUDERDALE, FL

Past

December 7, 2007 - July 14, 2008

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

July 25, 2007 - November 28, 2007

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

CLEARWATER, FL

Past

September 29, 2005 - February 5, 2007

ARGENTUS SECURITIES, LLC

CRD#: 45915

DALLAS, TX

Past

February 2, 2004 - October 8, 2004

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

July 21, 1995 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

April 27, 1994 - February 5, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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

Florida
(5/1/2025)

IAR

New Hampshire
(5/7/2025)

IAR

Texas
(4/7/2025)

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 66

Date: 4/30/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/22/1994

Investment Company Products/Variable Contracts Representative 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 M. Cerrito

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Cerrito's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH WATCH ADVISORS, INC

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

SECURE INVESTMENT MANAGEMENT, LLC

SIGNATURE INVESTMENTS, INC.

SICOR SECURITIES INC

SICOR SECURITIES INC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

TRUSTMONT FINANCIAL GROUP, INC.

ALTERNA CAPITAL CORP.

TRUSTMONT FINANCIAL GROUP, INC.

INTEGRITY ALLIANCE, LLC.

ARGENTUS SECURITIES, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2010

Series 63

Date: 9/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2000

Series 6

Date: 4/22/1994

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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