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ML

Mary E. Lanterman

GRADIENT ADVISORS
Indio, CA
Some features on this profile are disabled
CRD#: 2976407
ML

Professional summary

Mary Elaine Lanterman, who also goes by Mary E Lanterman, Mary E Romero, Mary Elaine Romero, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Indio, California.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mary has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mary E Lanterman | Mary E Romero | Mary Elaine Romero

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elaine Lanterman'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

February 26, 2026 - Present

GRADIENT ADVISORS, LLC

Office #2: 74710 Hwy 111 Ste 102, Palm Desert, CA 92260
RIA
CRD#: 152665
Indio, CA
Past

February 2, 2023 - February 26, 2026

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Indio, CA
Past

December 12, 2017 - December 8, 2022

EL CAMINO REAL FINANCIAL ADVISORS

RIA
CRD#: 155883
RANCHO MIRAGE, CA
Past

May 11, 2015 - February 24, 2017

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
PALM SPRINGS, CA
Past

August 8, 2011 - December 31, 2014

EL CAMINO REAL FINANCIAL ADVISORS

RIA
CRD#: 155883
PALM SPRINGS, CA
Past

September 11, 2002 - February 17, 2010

GIRARD SECURITIES, INC.

BD
CRD#: 18697
DESERT HOT SPRINGS, CA
Past

June 11, 1999 - September 19, 2002

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

October 5, 1998 - June 23, 1999

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

January 9, 1998 - October 9, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
GA
GRADIENT ADVISORS, LLC
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
California
(2/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/9/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/8/1998
General Securities Representative Examination

Current Firm

GA
GRADIENT ADVISORS, LLC
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 12-2025 (12/10/2025)

Regulatory assets under management

Total Number of Accounts3,222
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.

Company Information

GRADIENT ADVISORS, LLC

CRD#: 152665Indio, CA

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