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Edil Llanos II

Edil Llanos Ii

CFP®, CIMA®
Investment Consultant, Investor Center·GRADIENT SECURITIES
Orlando, FL
·CRD# 6545763·11 years experience

Professional Summary

Edil Llanos II, CFP®, CIMA®, who also goes by Edil Llanos, Eddie Llanos II, is a registered financial advisor currently at GRADIENT SECURITIES, LLC located in Orlando, Florida. Edil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Edil has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

While focusing on my clients we work hand in hand to help build themselves a financial plan that is unique to them to meet there needs. As a Certified Financial Planner(TM) professional, and Chartered Financial Consultant(R) professional I strive to sustain a level of competency, trust, and reliability.

Other Aliases

Edil Llanos, Eddie Llanos Ii

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner
CIMA®
Certified Investment Management Analyst

Years of Experience

11 years in the financial services industry

Current & Past Employments

GRADIENT SECURITIES, LLC·CRD# 127701
RIA
BD
Orlando, FL
October 14, 2025 - Present
GRADIENT SECURITIES, LLC·CRD# 127701
RIA
BD
Orlando, FL
October 1, 2025 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Orlando, FL
March 31, 2025 - September 18, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Orlando, FL
December 16, 2021 - March 31, 2025
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Merrimack, NH
October 4, 2021 - September 18, 2025
TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
Orlando, FL
August 22, 2016 - June 30, 2021
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
RIA
Orlando, FL
June 16, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Orlando, FL
October 13, 2015 - June 30, 2021

Education

University of Central Florida

·

Finance , Bachelor of Business Administration

Finance , Bachelor of Business Administration

2009

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Current Firm

GS
GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126

Mailing Address

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126

Phone Number

(866) 991-1539

Established

Delaware since 04/09/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

67

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWM ADV PART 2A & 2B (4/13/2026)

Direct owners and executive officers

NamePositionCRD#
MERAKI PRIVATE EQUITY, LLCOWNER—
JOCHUM, JAMIE LEEFINOP4459768
NELSON, ROBERT SCOTTPRESIDENT & ELECTED MANAGER4237080
REMME, BRIAN ANDREWCHIEF COMPLIANCE OFFICER3103459

Regulatory Assets Under Management

Total Number of Accounts

5,848

AUM (Assets Under Management)

$607,877,168

Disclosures

Regulatory Event

1

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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. MONOPOLIZE FINANCIAL WEALTH; INVESTMENT RELATED; 12509 BOHANNON BLVD, ORLANDO, FL 32824; OWNER; START 9/2020; 80 HOURS PER MONTH; 4 HOURS DURING SECURITIES TRADING HOURS; SELLS INSURANCE PRODUCTS. 2. OCL VENTURES, LLC; INVESTMENT RELATED; 12509 BOHANNON BLVD, ORLANDO, FL 32824; OWNER; START 3/2020; 20 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; BUYS & SELLS REAL ESTATE AND RENTS OUT PARTY SUPPLIES.

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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".
GS
GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(10/14/2025)
IAR
Florida
(10/14/2025)
IAR
New York
(10/15/2025)
RR
New York
(10/19/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2016About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2015About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Edil Llanos II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Edil Llanos II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Edil Llanos II
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