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Stiven Olarte

GRADIENT ADVISORS
Orlando, FL
Some features on this profile are disabled
CRD#: 4750162
SO

Professional summary

Stiven Olarte, who also goes by Steve Olarte, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Orlando, Florida.

Stiven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stiven has worked at 7 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Olarte

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 Stiven Olarte'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

September 22, 2021 - Present

GRADIENT ADVISORS, LLC

Office #2: Po Box 6370, Orlando, FL 32802
RIA
CRD#: 152665
Orlando, FL
Past

March 7, 2013 - September 24, 2021

D.H. HILL ADVISORS, INC.

RIA
CRD#: 116324
WINTER GARDEN, FL
Past

September 3, 2010 - September 24, 2021

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
KINGWOOD, TX
Past

November 5, 2009 - September 7, 2010

COKER & PALMER

BD
CRD#: 29163
JACKSON, MS
Past

January 5, 2009 - November 11, 2009

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

June 5, 2007 - December 22, 2008

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
ORLANDO, FL
Past

February 5, 2004 - May 22, 2007

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
THE VILLAGES, LADY LAKE, FL

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
Florida
(9/27/2021)
IAR
New Hampshire
(5/7/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/10/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/23/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/5/2007
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/5/2007
General Securities Sales Supervisor - Options Module 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#: 152665Orlando, FL

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