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Albert Eugene Naticchioni

Gradient Advisors, LLC

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About Albert Eugene Naticchioni

Albert Eugene Naticchioni is an Investment Advisor Representative associated with Gradient Advisors, LLC. Albert Eugene Naticchioni has over 27 years of experience in the financial services industry. His career has included stints with CLIENT ONE SECURITIES LLC, SUNSET FINANCIAL SERVICES, INC., NYLIFE SECURITIES INC., MUTUAL OF OMAHA INVESTOR SERVICES, INC., and NEW ENGLAND SECURITIES CORPORATION. Albert Eugene Naticchioni provides financial planning, pension consulting, and selection of other advisors services. Albert Eugene Naticchioni is registered with the state of Colorado as an Investment Advisor Representative.

Firm Information

Albert Naticchioni is currently registered with Gradient Advisors, LLC. Gradient Advisors, LLC is an investment advisor headquartered in Arden Hills, MN. They manage approximately $207,096,853 in assets for individuals, corporations, and other businesses. The firm provides financial planning, pension consulting, and selection of other advisors. They have a team of 152 investment adviser representatives and 150 licensed agents.
Gradient Advisors, LLC

4105 LEXINGTON AVENUE N.

ARDEN HILLS, MN 55126

$207.10M

Assets Under Management

2,706

Total Clients

167

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Albert Naticchioni’s Registration & Firm History

MN

06/03/2021 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

CO

04/23/2015 - 08/01/2017

CLIENT ONE SECURITIES LLC (Westminster CO)

CO

10/31/2011 - 08/21/2014

SUNSET FINANCIAL SERVICES, INC. (GREELEY CO)

NY

05/12/2000 - 09/30/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

NE

11/04/1989 - 01/31/2000

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NY

06/22/1988 - 10/03/1989

NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Albert Eugene Naticchioni.
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