Peter
Acquaro

Gradient Securities, LLC

CRD#2918693
Investment Advisor
in Houston, TX

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About this Advisor

Peter Acquaro is a financial advisor based in Houston, Texas, working with Gradient Securities, LLC. Peter has previously held positions at Sagepoint Financial, Aig Financial Network, Houston Retirement Solutions, LLC, Gradient Securities, LLC, The Fitzpatrick Group, LLC, The On Equity Sales Co, and Ohio National Financial Services. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, New York, and Texas. Currently, Peter is part of Gradient Securities, LLC, which operates out of Houston, Texas. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Houston, TX

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Gradient Securities, LLC Brokerage Details

Total Assets Under Management

$475,170,843

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

62

TX Average: 157
Total Number of Accounts

6,625

TX Average: 8,262
Average Account Size

$71,724

TX Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Peter Acquaro Work History

2023 - Present (1 year)

Houston Retirement Solutions, LLC

2021 - Present (3 years)

Gradient Securities, LLC

2016 - 2021 (5 years)

The Fitzpatrick Group, LLC

2016 - 2021 (5 years)

The On Equity Sales Co

2016 - 2021 (5 years)

Ohio National Financial Services

2014 - 2016 (2 years)

Sagepoint Financial

2013 - 2016 (3 years)

Aig Financial Network

Disclosures

Please visit the SEC profile of Peter Acquaro 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 Wealth Management

Lindsay Tran
Saint Paul, MN
Michael Potter
Saint Paul, MN
Christina Kruize
Saint Paul, MN
Roger Tennyson
Saint Paul, MN
Jamie Jochum
Saint Paul, MN
Keith Kmiec
Liberty Hill, TX
Richard Ure
Saint Paul, MN
George Yankoupe
Saint Paul, MN

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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