Michael
Dailey
Gradient Advisors, LLC
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About this Advisor
Michael Dailey is a financial advisor working in Trumbull, Connecticut who has 11 years of relevant experience. Dailey works at Gradient Advisors, LLC. Throughout their career, they have worked at Gradient Advisors, LLC, The College Authority, Clarity Insurance and Harbor Financial. Dailey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and Texas. Gradient Advisors, LLC is a registered investment company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 129 locations and a total of 142 employees. It administers $177 million in total assets among its 1,434 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,434 customer accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by Gradient Advisors, LLC may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Dailey Work History
Michael has been registered as a financial advisor for 11 years.*
Gradient Advisors, LLC
Harbor Financial
Clarity Insurance
The College Authority
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Dailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gradient Advisors, LLC
Saint Paul, MN
Duluth, GA
Saint Paul, MN
Knoxville, TN
Chesapeake, VA
Cedar Rapids, IA
Kansas City, MO
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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