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MF

Michael N. Fusella Valdez

GRADIENT ADVISORS
Tucson, AZ 85718
Some features on this profile are disabled
CRD#: 6733040
MF

Professional summary


Michael Nigel Fusella Valdez, who also goes by Michael Nigel Fusella, Nigel Valdez, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Tucson, Arizona.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Nigel Fusella | Nigel Valdez

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. Valdez Financial Group, LLC | Investment Related | 1860 E River Rd 325 139 Tucson AZ 85718 | Financial Planning | Owner | Investment Advisor Representative | 03/2025 |160hrs/mo | 160hrs/mo during trading | Advisory and Insurance Services

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Nigel Fusella Valdez'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 15, 2025 - Present

GRADIENT ADVISORS, LLC

Office #1: 1860 E River Rd Suite 325-139, Tucson, AZ 85718
RIA
CRD#: 152665
Tucson, AZ
Past

May 29, 2019 - April 7, 2025

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
Tucson, AZ
Past

March 7, 2017 - May 28, 2019

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Tucson, 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".
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
Arizona
(4/15/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/22/2017
Uniform Investment Adviser Law 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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

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#: 152665Tucson, AZ 85718

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