Steven
Eckroth
Gradient Advisors, LLC
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About this Advisor
Steven Eckroth is a financial advisor based in Newtown Square, Pennsylvania, working with Gradient Advisors, LLC. Steven has previously held positions at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Thrivent Financial, Gradient Advisors LLC, Eckroth Family Partnership, LLC, Honey Badger Homes, LLC, Micozzi Realtors, Whispering Brooke Capital, LLC, and Thrivent Investment Management Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Steven is part of Gradient Advisors, LLC, which operates out of Newtown Square, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$207,096,853
157
2,706
$76,532
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
Steven Eckroth Work History
Gradient Advisors LLC
Micozzi Realtors
Eckroth Family Partnership, LLC
Honey Badger Homes, LLC
Whispering Brooke Capital, LLC
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Wells Fargo Clearing Services, LLC
Wachovia Bank, N.A
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Steven Eckroth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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