Edil Llanos
GRADIENT SECURITIES | Investment Consultant, Investor Center
Orlando, FL
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CRD#: 6545763
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.
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edil Llanos | Eddie Llanos Ii
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.
CRS (Client Relationship Summary) - RIA
Click below to view Edil Llanos II's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Edil Llanos II's 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®
Education
University of Central Florida
Bachelor of Business Administration - Finance
2009
Experience
Current
October 14, 2025 - Present
GRADIENT SECURITIES, LLC
RIA
BD
CRD#: 127701
Orlando, FL
Current
October 1, 2025 - Present
GRADIENT SECURITIES, LLC
RIA
BD
CRD#: 127701
Orlando, FL
Past
March 31, 2025 - September 18, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ORLANDO, FL
Past
December 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ORLANDO, FL
Past
October 4, 2021 - September 18, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
Past
August 22, 2016 - June 30, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ORLANDO, FL
Past
June 16, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ORLANDO, FL
Past
October 13, 2015 - June 30, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ORLANDO, 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".
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/14/2025)
IAR
Florida(10/14/2025)
IAR
New York(10/15/2025)
RR
New York(10/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)
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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
62
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 7,322 |
| AUM (Assets Under Management) | $ 591,069,287 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
GRADIENT SECURITIES, LLC
Investment Consultant, Investor CenterCRD#: 127701Orlando, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
