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Ziaul Khondker

Gradient Advisors, LLC
35 Years of Experience
Richmond, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Ziaul Khondker is a registered investment advisor at Gradient Advisors, LLC, based in Richmond, TX, with 35 years of industry experience. Ziaul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.

Gradient Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
185 advisors
Number of Clients
2,152 clients
Average Client Portfolio
$134K average
Assets Under Management
$289.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Richmond, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ziaul is the owner and investment advisor representative at Navigro Financial, providing financial planning, advisory, and insurance services. This activity takes up nearly all of Ziaul's time.

Employment History
Current Registrations
Gradient Advisors, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Park Avenue Securities LLC
March 2021 - July 2024 · 3 yrs 4 mos
Park Avenue Securities LLCBroker
March 2021 - July 2024 · 3 yrs 4 mos
Allstate Financial Services, LLCBroker
December 2018 - December 2020 · 2 yrs
Allstate Financial Advisors, LLC
December 2018 - December 2020 · 2 yrs
Park Avenue Securities LLC
June 2017 - December 2018 · 1 yr 6 mos
Park Avenue Securities LLCBroker
May 2017 - December 2018 · 1 yr 7 mos
Prudential Financial Planning Services
April 2016 - May 2017 · 1 yr 1 mo
Pruco Securities, LLC.Broker
March 2016 - May 2017 · 1 yr 2 mos
Sagepoint Financial, INC.
July 2015 - January 2016 · 6 mos
Sagepoint Financial, INC.Broker
July 2015 - January 2016 · 6 mos
Metlife Securities INC.
September 2014 - July 2015 · 10 mos
Metlife Securities INC.Broker
September 2004 - July 2015 · 10 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
September 2004 - July 2007 · 2 yrs 10 mos
Quest Capital Strategies, INC.Broker
February 2003 - September 2004 · 1 yr 7 mos
Raymond James & Associates, INC.Broker
June 2001 - February 2003 · 1 yr 8 mos
Sanders Morris Harris INC.Broker
February 2000 - June 2001 · 1 yr 4 mos
Harris Webb & Garrison, INC.Broker
February 1995 - February 2000 · 5 yrs
Everen Securities, INC.Broker
October 1990 - February 1995 · 4 yrs 4 mos
The Stuart-James Company, IncorporatedBroker
March 1990 - October 1990 · 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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