Alexander
Rascionato

Gradient Advisors, LLC

CRD#7376646
Investment Advisor
in Tampa, FL

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About this Advisor

Alexander Rascionato is a financial advisor based in Tampa, Florida, working with Gradient Advisors, LLC. Alexander has previously held positions at Gradient Advisors LLC, Cma Health Agency, and Cma. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alexander is part of Gradient Advisors, LLC, which operates out of Tampa, Florida. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

400 N. Ashley Dr Suite 1900
Tampa, FL 33602

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

FL Average: $5,289,111,388
Total Number of Employees

157

FL Average: 157
Total Number of Accounts

2,706

FL Average: 8,262
Average Account Size

$76,532

FL Average: $640,173

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

Alexander Rascionato Work History

2021 - Present (3 years)

Gradient Advisors LLC

2010 - Present (14 years)

Cma Health Agency

2010 - Present (14 years)

Cma

Disclosures

Please visit the SEC profile of Alexander Rascionato 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

Jesse Wilson
Saint Paul, MN
Scott Ballinger
Lincoln, NE
Nicholas Thornhill
Wilmington, NC
Inge Babinciuc
Saint Paul, MN
Scott Schloegel
Saint Paul, MN
Timothy Kaley
Saint Paul, MN
Shane Segner
Wayzata, MN
Brian Smith
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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