Robert Cerrito
Robert Cerrito is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a co-owner and investment advisor representative at Cerrito & Stanfill Wealth Management since 2022, dedicating about half of his time. He is also a co-owner and agent at Cerrito & Stanfill Financial Group since 2024, providing insurance services and dedicating about half of his time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Wealth Watch Advisors, INC
Walser Wealth Management Company, a Limited Liability Company
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Secure Investment Management, LLC
Signature Investments, INC.
Sicor Securities INC
Sicor Securities INCBroker
Global Financial Private Capital, LLC
Trustmont Financial Group, INC.Broker
Alterna Capital CORP.Broker
Trustmont Financial Group, INC.Broker
Brokers International Financial Services, LLC.Broker
Sig Securities, L.L.C.Broker
Hartford Equity Sales Company INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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.