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GRADVISOR

MIAMI, FL · CRD 170028 · IAPD ↗ · gradvisor.com · (954) 770-5136

$0Regulatory AUM
2Advisory reps
4Employees
180Clients
n/aPlanning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — GRADVISOR (MIAMI, FL) left the SEC roster (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.