Danielle
Byrne

Gradient Advisors, LLC

CRD#7396584
Investment Advisor
in Saint Paul, MN

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About this Advisor

Danielle Byrne is a financial advisor based in Saint Paul, Minnesota, working with Gradient Advisors, LLC. Danielle has previously held positions at Ruggiero Wealth Management, LLC, Jdbyrne Capital, Inc, Danielle Byrne, and Gradient Advisors LLC. Danielle has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Danielle is part of Gradient Advisors, LLC, which operates out of Saint Paul, Minnesota. 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

4105 Lexington Avenue N. Suite 225
Saint Paul, MN 55126

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

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

157

MN Average: 157
Total Number of Accounts

2,706

MN Average: 8,262
Average Account Size

$76,532

MN 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

Danielle Byrne Work History

2022 - Present (2 years)

Gradient Advisors LLC

2014 - Present (10 years)

Jdbyrne Capital, Inc

2021 - 2022 (1 year)

Ruggiero Wealth Management, LLC

2014 - 2014 (< 1 year)

Danielle Byrne

Disclosures

Please visit the SEC profile of Danielle Byrne 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

Inge Babinciuc
Saint Paul, MN
Christian Osborn
Saint Paul, MN
Shane Segner
Wayzata, MN
Jesse Wilson
Saint Paul, MN
Timothy Kaley
Saint Paul, MN
Danielle Byrne
Saint Paul, MN
Scott Schloegel
Saint Paul, 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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