Gladstone Wealth Group

Gladstone Wealth Group (CRD# 250787) is a financial advisory firm headquartered in Bedminster, NJ. They manage $429,229,804 in 2,138 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    429
    MILLION
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $200,762
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Gladstone Wealth Group
Showing 1 - 10 of 39 top financial advisors.
1
Stephen M. Roth
CRD#: 2913040
21 Fulton Street, Newark, NJ 07102
96
Wealthminder
score

Stephen Roth (CRD# 2913040) is an Investment Advisor Representative working at Gladstone Wealth Group in Newark, NJ and has over 15 years of experience in the finance industry. Stephen Roth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary J. Winschel
CRD#: 1894221
1400 Rt. 206, Suite 100, Bedminster, NJ 07921
96
Wealthminder
score

Gary Winschel (CRD# 1894221) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 27 years of experience in the finance industry. Gary Winschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Keith T. Brothers
CRD#: 5403898
1400 Rt. 206, Suite 100, Bedminster, NJ 07921
93
Wealthminder
score

Keith Brothers (CRD# 5403898) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 8 years of experience in the finance industry.

4
Daniel P. Cavise
CRD#: 4794900
80 Broad Street 10m, Red Bank, NJ 07701
93
Wealthminder
score

Daniel Cavise (CRD# 4794900) is an Investment Advisor Representative working at Gladstone Wealth Group in Red Bank, NJ and has over 11 years of experience in the finance industry.

5
David L. Close
CRD#: 1793128
229 Liberty Street, Warren, PA 16365
93
Wealthminder
score

David Close (CRD# 1793128) is an Investment Advisor Representative working at Gladstone Wealth Group in Warren, PA and has over 30 years of experience in the finance industry.

6
Joshua B. Diamond
CRD#: 3236904
105 Maxess Road Suite 314, Melville, NY 11747
93
Wealthminder
score

Joshua Diamond (CRD# 3236904) is an Investment Advisor Representative working at Gladstone Wealth Group in Melville, NY and has over 11 years of experience in the finance industry.

7
Jared D. Dykes
CRD#: 5738078
999 Eisenhower Blvd., Suite D2, Johnstown, PA 15904
93
Wealthminder
score

Jared Dykes (CRD# 5738078) is an Investment Advisor Representative working at Gladstone Wealth Group in Johnstown, PA and has over 8 years of experience in the finance industry.

8
Jomar M. Fernandez
CRD#: 4283298
3 Progress Street, Edison, NJ 08820
93
Wealthminder
score

Jomar Fernandez (CRD# 4283298) is an Investment Advisor Representative working at Gladstone Wealth Group in Edison, NJ and has over 16 years of experience in the finance industry.

9
Gregory T. Fischer
CRD#: 2463655
100 State St., Suite 420, Erie, PA 16507
93
Wealthminder
score

Gregory Fischer (CRD# 2463655) is an Investment Advisor Representative working at Gladstone Wealth Group in Erie, PA and has over 23 years of experience in the finance industry.

10
Salvatore Gambino
CRD#: 4614180
30 Columbia Turnpike #101, Florham Park, NJ 07932
93
Wealthminder
score

Salvatore Gambino (CRD# 4614180) is an Investment Advisor Representative working at Gladstone Wealth Group in Florham Park, NJ and has over 15 years of experience in the finance industry.

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