Stephanie A. Burling
Professional summary
Stephanie Ann Burling, who also goes by Stephanie Ann Grudzinski, Stephanie Grudzinski, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Geneva, Illinois.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Stephanie has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Ann Burling's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2022 - Present
GRADIENT ADVISORS, LLC
Office #1: 2000 S Batavia Ave Suite 520, Geneva, IL 60134-3304March 13, 2019 - August 2, 2022
BANKERS LIFE ADVISORY SERVICES, INC.
August 15, 2018 - August 2, 2022
BANKERS LIFE SECURITIES, INC.
Primary Firm SEC Registration
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/9/2022)
Exams
Series 7TO
Date: 6/30/2020
General Securities Representative ExaminationCurrent Firm
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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