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CB

Christopher K. Barton

GRADIENT ADVISORS
Greenville, SC 29607
Some features on this profile are disabled
CRD#: 6372915
CB

Professional summary

Christopher Kelly Barton, who also goes by Chris Barton, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Greenville, South Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Barton

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 Christopher Kelly Barton'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 10, 2026 - Present

GRADIENT ADVISORS, LLC

Office #1: 33 Market Point Drive,, Greenville, SC 29607
RIA
CRD#: 152665
Greenville, SC
Past

August 15, 2019 - January 16, 2026

JEHM WEALTH & RETIREMENT, LLC

RIA
CRD#: 304253
SIMPSONVILLE, SC
Past

July 11, 2018 - June 27, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Simpsonville, SC
Past

October 26, 2017 - February 14, 2018

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
GREENVILLE, SC
Past

September 27, 2017 - February 14, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GREENVILLE, SC
Past

December 5, 2016 - July 10, 2017

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
SIMPSONVILLE, SC
Past

November 23, 2016 - July 10, 2017

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SIMPSONVILLE, SC

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
South Carolina
(4/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/29/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/22/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/2016
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 152665Greenville, SC 29607

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