Scott R. Lanterman

GRADIENT ADVISORS

Simpsonville, SC

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CRD#: 4115211

Professional summary

Scott Ralph Lanterman is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Simpsonville, South Carolina.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 8 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Scott Ralph 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

January 22, 2026 - Present

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Simpsonville, SC

Past

January 21, 2020 - October 9, 2025

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Simpsonville, SC

Past

January 28, 2019 - May 23, 2019

SPECIALIZED ADVISORS

RIA

CRD#: 299308

Palm Springs, CA

Past

June 9, 2015 - January 23, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

PALM SPRINGS, CA

Past

September 25, 2013 - December 31, 2014

EL CAMINO REAL FINANCIAL ADVISORS

RIA

CRD#: 155883

PALM SPRINGS, CA

Past

February 16, 2010 - September 4, 2013

WILBANKS SECURITIES, INC.

CRD#: 40673

DESERT HOT SPRINGS, CA

Past

September 11, 2002 - February 17, 2010

GIRARD SECURITIES, INC.

CRD#: 18697

DESERT HOT SPRINGS, CA

Past

January 18, 2000 - September 19, 2002

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

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

South Carolina
(1/22/2026)

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: 3/17/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/27/2000

General Securities 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 12-2025 (12/10/2025)

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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Firm Stability Insights

Scott R. Lanterman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Ralph Lanterman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE CAPITAL MANAGEMENT LLC

SPECIALIZED ADVISORS

SECURE INVESTMENT MANAGEMENT, LLC

EL CAMINO REAL FINANCIAL ADVISORS

WILBANKS SECURITIES, INC.

GIRARD SECURITIES, INC.

SENTRA SECURITIES CORPORATION

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2000

Series 7

Date: 1/17/2000

Series 24

Date: 5/27/2000

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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