William D. Warner

GRADIENT ADVISORS

Crofton, MD 21114

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CRD#: 2464813

Professional summary

William Donselle Warner, who also goes by Donnie Warner, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Crofton, Maryland.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donnie Warner

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.

1. Main Street Financial Group; Investment Related; 821 West Benfield Rd, Suite 13, Severna Park, MD 21146; Retirement and Financial Planning and Life Insurance & Annuity Sales; Investment Advisor Representative & Agent; Start date 07/2004

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Donselle Warner'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

May 3, 2021 - Present

GRADIENT ADVISORS, LLC

Office #1: 1641 State Route 3 North Suite 203a, Crofton, MD 21114

RIA

CRD#: 152665

Crofton, MD

Past

September 25, 2015 - November 28, 2016

VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412

TEA, SD

Past

January 24, 2006 - November 7, 2014

SPC

RIA

CRD#: 110692

UPPER MARLBORO, MD

Past

January 12, 2006 - November 7, 2014

PARKLAND SECURITIES, LLC

CRD#: 115368

UPPER MARLBORO, MD

Past

April 7, 2004 - January 23, 2006

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

September 4, 2002 - October 31, 2003

INVESTORS SECURITY COMPANY, INC.

CRD#: 2331

SUFFOLK, VA

Past

January 20, 1998 - August 1, 2002

WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

VICTOR, NY

Past

February 13, 1997 - December 31, 1997

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

June 1, 1996 - December 31, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

July 14, 1994 - June 1, 1996

NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

SIOUX FALLS, SD

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

District of Columbia
(6/2/2021)

IAR

Maryland
(5/3/2021)

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: 2/19/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/28/1994

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

William D. Warner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Donselle Warner's CRS (Customer Relationship Summary).

Certified licenses

Experience

VARIABLE INVESTMENT ASSOCIATES, INC.

SPC

PARKLAND SECURITIES, LLC

VOYA FINANCIAL ADVISORS, INC.

INVESTORS SECURITY COMPANY, INC.

WALL STREET FINANCIAL GROUP, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NORTH AMERICAN MANAGEMENT, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2021

Series 63

Date: 10/10/1996

SIE

Date: 11/28/2016

Series 6

Date: 6/28/1994

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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