Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gradient Advisors, LLC
Location
Trumbull, CT
Credentials
Series 63, Series 65
Industry experience
23 years
Michael Dailey is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Gradient Advisors since 2012 and is also involved with Harbour Mortgage Group and Clarity Insurance. Additionally, he owns The College Authority, a business consulting with parents on college funding and financial aid. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm supports 169 investment advisor representatives across 154 offices and manages nearly $1 billion in assets on behalf of approximately 3,220 clients.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
Trumbull, CT
Connecticut · Texas
Gradient Advisors, LLC
2012 - Present (14 years)
Harbour Mortgage Group, LLC
2010 - Present (16 years)
Clarity Insurance
2006 - Present (20 years)
The College Authority
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Norwalk, CT
Euclid Harding, LLC
Series 65
Redding, CT
HarborAdvisors, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
Series 63, Series 65
Fairfield, CT
Aspetuck Financial Management LLC
Series 65
Darien, CT
Firmiacer Investment LLC
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