Evan Lasse Baldwin
Advisor at Gladstone Wealth Partners — Bedminster, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Bedminster, NJ 07921
Gladstone Wealth Partners
Multi-team
Evan Baldwin is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 credentials. He has 21 years of industry experience, including 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies, third-party managers, and technology to serve clients.
Based on Gladstone Wealth Partners
Based on Gladstone Wealth Partners
Flat fees for financial planning and consulting services, generally negotiated and agreed upon prior to engagement
$0 - varies by program and manager: up to 2.00% annually (negotiable, tiered fee schedules available depending on program and manager)
Account minimum: $0 to $100,000 (dependent on program or third-party manager, waivable at discretion)
Bedminster, NJ
1545 Us 206, Suite 300
Bedminster NJ 07921
Advisors at this office
10
New Jersey · South Carolina
21 years of industry experience
Gladstone Wealth Partners
2025 - Present • 1 year
Bedminster, NJ
LPL Financial
2025 - Present • 1 year
Mount Pleasant, SC
Prudential Insurance Company of America
2013 - 2025 • 12 years
Newark, NJ
Pruco Securities, LLC.
2013 - 2025 • 12 years
Newark, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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