Michael NedreskiCRD Number: 2010627
Current Firm: Gladstone Wealth Group
Michael Nedreski (CRD# 2010627) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 20 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Brighton Financial Planning
|Gladstone Wealth Group||Erie, PA||Dec 2015 - Current||1|
|Lpl Financial, LLC||Erie, PA||Dec 2015 - Current||1|
|Nedreski Wealth Management||Corry, PA||Mar 1996 - Current||21|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2013 - Dec 2015||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2008 - Dec 2015||7|
|Lawing Financial Inc.||Overland Park, KS||Jan 2013 - Oct 2013||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2008 - Apr 2013||4|
|Investors Capital Corp.||Shirleysburg, PA||May 1997 - Aug 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management111MILLIONS
Total Number of Accounts884ACCOUNTS
Average Account Value$125,566
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, NJ, NY, PA, TX
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