Rawad
Alame
Gradient Investments, LLC
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About this Advisor
Rawad Alame is a financial advisor operating in Raleigh, North Carolina, with a total of 2 years of relevant experience. Alame works at Gradient Investments, LLC. Alame has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Western Governors University, Zion'S Bank, Kelly Services, Bank Of America, N.A, Insight Advisors, LLC, Gate Key Financial, L.L.C, Insight Advisors, Merrill Lynch, Utah Valley University and Gradient Investments, LLC. Alame has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Gradient Investments, LLC is a registered investment company based out of Saint Paul, MN. It administers $4 billion in assets under management across its 50,943 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 50,943 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely vary depending on which service is offered. However, fee types charged by Gradient Investments, LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$4,017,970,656
38
50,943
$78,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rawad Alame Work History
Rawad has been registered as a financial advisor for 2 years.*
Gradient Investments, LLC
Gate Key Financial, L.L.C
Insight Advisors, LLC
Insight Advisors
Utah Valley University
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch
Western Governors University
Zion'S Bank
Kelly Services
*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 Rawad Alame 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 Investments, LLC
Raleigh, NC
Saint Paul, MN
Dublin, OH
Saint Paul, MN
Durham, NC
Saint Paul, MN
Saint Paul, MN
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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