Gladstone Wealth Group

Gladstone Wealth Group (CRD# 250787) is a financial advisory firm headquartered in Bedminster, NJ. They manage $111,000,000 in 884 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • 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
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.

CT, FL, NJ, NY, PA, TX

Financial Advisors at Gladstone Wealth Group
Showing 1 - 10 of 17 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 13 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
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 10 years of experience in the finance industry.

3
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 28 years of experience in the finance industry.

4
Robert P. Hudson
CRD#: 4793590
2487 Lamington Rd, Bedminster, NJ 07921
93
Wealthminder
score

Robert Hudson (CRD# 4793590) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 12 years of experience in the finance industry.

5
Michael D. Palace
CRD#: 1967915
2487 Lamington Rd, Bedminster, NJ 07921
93
Wealthminder
score

Michael Palace (CRD# 1967915) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 26 years of experience in the finance industry.

6
John A. Palmieri
CRD#: 2922935
229 Liberty Street, Warren, PA 16365
93
Wealthminder
score

John Palmieri (CRD# 2922935) is an Investment Advisor Representative working at Gladstone Wealth Group in Warren, PA and has over 16 years of experience in the finance industry.

7
Michael R. Silverstein
CRD#: 1655268
2487 Lamington Rd, Bedminster, NJ 07921
93
Wealthminder
score

Michael Silverstein (CRD# 1655268) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 9 years of experience in the finance industry.

8
Gary J. Winschel
CRD#: 1894221
100 State St., Suite 420, Erie, PA 16507
93
Wealthminder
score

Gary Winschel (CRD# 1894221) is an Investment Advisor Representative working at Gladstone Wealth Group in Erie, PA and has over 25 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.

9
Myron L. Nordin
CRD#: 1316885
229 Liberty Street, Warren, PA 16365
89
Wealthminder
score

Myron Nordin (CRD# 1316885) is an Investment Advisor Representative working at Gladstone Wealth Group in Warren, PA and has over 3 years of experience in the finance industry.

10
Ronald C. Hunter
CRD#: 1020202
2487 Lamington Rd, Bedminster, NJ 07921
86
Wealthminder
score

Ronald Hunter (CRD# 1020202) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 26 years of experience in the finance industry. Ronald Hunter 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.

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