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Derren Burse

Advisor at Gladstone Wealth Partners — Bedminster, NJ

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Bedminster, NJ 07921

Gladstone Wealth Partners logo

Gladstone Wealth Partners

Multi-team

Total advisors

98

Across 40 offices

Clients per advisor

85 High

Avg AUM per client

$675,237 Typical

HNW client ratio

27% High

About

Derren Burse is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, MetLife/Brighthouse Financial, and Crump Life Insurance Services. Outside of financial advising, he is involved with Yes, I Can Basketball in Cornelius, NC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and third-party resources to manage client accounts.

Client services

Based on Gladstone Wealth Partners

Financial planning Portfolio management Selection of other advisers
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Expertise

Based on Gladstone Wealth Partners

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Gladstone Wealth Partners

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning and consulting services, generally negotiated and agreed upon prior to engagement

Percentage

$0 - varies by program and manager: up to 2.00% annually (negotiable, tiered fee schedules available depending on program and manager)

Other

Account minimum: $0 to $100,000 (dependent on program or third-party manager, waivable at discretion)

Location

See office

Bedminster, NJ

1545 Us 206, Suite 300

Bedminster NJ 07921

Advisors at this office

10

Most active in

New Jersey · North Carolina

Work history

13 years of industry experience

Gladstone Wealth Partners

2025 - Present • 1 year

Bedminster, NJ

LPL Financial

2025 - Present • 1 year

Bedminster, NJ

Crump Life Insurance Services

2025 - 2025 • 1 year

Harrisburg, PA

Abound Health

2024 - 2025 • 1 year

Charlotte, NC

Unemployed

2024 - 2024 • 1 year

Concord, NC

Charles Schwab

2022 - 2024 • 2 years

Concord, NC

P.J. Robb Variable Corp.

2017 - 2021 • 4 years

Charlotte, NC

Crump Life Insurance Services

2017 - 2021 • 4 years

Charlotte, NC

UnEMPLOYED

2017 - 2017 • 1 year

Unemployed, NC

MetLife/Brighthouse Financial

2015 - 2017 • 2 years

Charlotte, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at several firms, including Wells Fargo Bank, Prestige Wealth Management Group, and Investors Bank/Citizens, before joining Condor Capital Wealth Management. Moran is currently part of an 18-advisor team at Condor. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting. Condor employs fee-only investment strategies with a range of investment vehicles and integrates tools such as AI to support adviser analysis, operating across a multi-office structure with unique service offerings like concierge hourly services and private fund recommendations.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher C

CFP®, Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Passive / index investing
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Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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