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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

GRADVISOR

GRADSAVE PLANNING SERVICES, LLC, CRD 170028

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c29129f4-4485-776a-eb8c-63cfa03d3fa5

Data as of Mar 6, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2015 to Mar 6, 2023
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
SEC number: 801-100437
CRD: 170028
Filings on the tape: 18
First filed: Jun 22, 2015
Latest filed: Mar 6, 2023
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLLEGE SAVINGS HOLDING, LLC	Member	E	yes	12/2013	Jun 22, 2015	Mar 6, 2023
CORDERO, MARCOS, JOSE	Member	C	yes	12/2013	Jun 22, 2015	Mar 6, 2023
CORDERO, MARCOS, JOSE	CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER	Na	yes	12/2013	Jun 22, 2015	Mar 6, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 6, 2023	n/a	n/a	4	2	0	n/a	n/a
2021	Feb 15, 2022	n/a	n/a	4	2	0	n/a	n/a
2020	Jan 15, 2021	n/a	n/a	4	2	0	n/a	n/a
2019	Jan 29, 2020	n/a	n/a	4	2	0	n/a	n/a
2018	Jan 31, 2019	n/a	n/a	4	2	0	n/a	n/a
2017	Feb 20, 2018	n/a	n/a	4	2	0	n/a	n/a
2016	Mar 15, 2017	n/a	n/a	2	2	n/a	n/a	n/a
2015	Feb 25, 2016	n/a	n/a	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	n/a	n/a	n/a	n/a	n/a	4	4	0	0

Relationships

Controls (2)

← CORDERO, MARCOS, JOSEOwnerMEMBER, ownership code C, individual
Jun 22, 2015 to presentfactForm ADV
← COLLEGE SAVINGS HOLDING, LLCOwnerMEMBER, ownership code E, domestic entity
Jun 22, 2015 to presentfactForm ADV

Dated events

Occurred
Jun 22, 2015
First Form ADV filing
Gradsave Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c29129f4-4485-776a-eb8c-63cfa03d3fa5
First observed: Jun 22, 2015
Last observed: Mar 6, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GRADVISOR

GRADSAVE PLANNING SERVICES, LLC, CRD 170028

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c29129f4-4485-776a-eb8c-63cfa03d3fa5

Data as of Mar 6, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLLEGE SAVINGS HOLDING, LLC

Member

yes

12/2013

Jun 22, 2015

Mar 6, 2023

CORDERO, MARCOS, JOSE

Member

yes

12/2013

Jun 22, 2015

Mar 6, 2023

CORDERO, MARCOS, JOSE

CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER

yes

12/2013

Jun 22, 2015

Mar 6, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 6, 2023

n/a

2021

Feb 15, 2022

n/a

2020

Jan 15, 2021

n/a

2019

Jan 29, 2020

n/a

2018

Jan 31, 2019

n/a

2017

Feb 20, 2018

n/a

2016

Mar 15, 2017

n/a

2015

Feb 25, 2016

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

n/a