David Close, financial advisor Warren PA
93 score

David Close

CRD Number: 1793128
Current Firm: Gladstone Wealth Group

David Close (CRD# 1793128) is an Investment Advisor Representative working at Gladstone Wealth Group in Warren, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstonewealth Group Warren, PA Dec 2015 - Current 1
Good Life Advisors, LLC Warren, PA Jan 2015 - Current 1
Lpl Financial, LLC Warren, PA Jan 2015 - Current 1
Woodbury Financial Services, Inc. St Marys, PA Oct 2010 - Jan 2015 4
Pnc Investments Warren, PA Dec 1996 - Oct 2010 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for David L. Close
Phone Number: 908-719-1313
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $125,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CT, FL, NJ, NY, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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