Cynthia
Bleicher

Gradient Advisors, LLC

CRD#7117775
Investment Advisor
in Albuquerque, NM

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About this Advisor

Cynthia Bleicher is a financial advisor operating out of Albuquerque, New Mexico who has 4 years of relevant experience. Bleicher is an employee of Gradient Advisors, LLC. Throughout their career, Bleicher has worked at Gradient Advisors LLC, Enchantment Financial and Mainstay Financial. Bleicher maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in New Mexico. Gradient Advisors, LLC is an advisory company that has its headquarters in Saint Paul, MN. It has offices in 129 locations and a total of 142 financial advisors. It oversees $177 million in total assets between its 1,434 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,434 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Gradient Advisors, LLC offers a diverse range 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. Financial advisory fees usually are based on the type of services offered. Fee types billed by Gradient Advisors, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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

65001 Wyoming Blvd Ne Bldg G Side 3
Albuquerque, NM 87109

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$177,102,125

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

142

NM Average: 157
Total Number of Accounts

1,434

NM Average: 8,262
Average Account Size

$123,502

NM 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

Cynthia Bleicher Work History

Cynthia has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Gradient Advisors LLC

2016 - Present (8 years)

Enchantment Financial

2012 - 2016 (4 years)

Mainstay Financial

*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 Cynthia Bleicher 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

Ebba Tilahune
Saint Paul, MN
Brian Wolfe
Saint Paul, MN
Danielle Byrne
Chesapeake, VA
Heather Herring
Kansas City, MO
Daniel Koch
Cedar Rapids, IA
Michael Fritts
Knoxville, TN
Robert Cox
Duluth, GA
Manning Huang
Irvine, CA

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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