Joseph Napolitano
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 66
Experience Industry experience
20 years
Location
Bedminster, NJ 07921
Gladstone Wealth Partners
Multi-team
Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Marshall & Sterling Wealth Advisors, and National Securities Corp. Napolitano is also involved with Gladstone Institutional Advisory, providing investment advisory services through an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.
Based on Gladstone Wealth Partners
Based on Gladstone Wealth Partners
Based on Gladstone Wealth Partners
Financial Planning and Consulting fees typically flat fee $200 to $5,000
$0+: Maximum 2.00% annually; fees may be tiered with reduced rates at specific asset levels or subject to maximum dollar amounts (specified in agreements) $0+: Retirement Plan Consulting up to 1% annually or flat fee as negotiated
Account minimum: $0 to $100,000 depending on program or manager; minimums may be waived Fee-only: Financial Planning and Consulting fees typically range $200 to $5,000, flat fees, payable as agreed (one-time or installments)
Bedminster, NJ
1545 Us 206, Suite 300
Bedminster NJ 07921
Advisors at this office
10
New Jersey · South Carolina
20 years of industry experience
Gladstone Wealth Partners
2021 - Present • 5 years
Bedminster, NJ
Financial Resources Group Investment Services
2021 - 2025 • 4 years
Spartanburg, SC
LPL Financial, LLC
2019 - Present • 7 years
Bedminster, NJ
Marshall & Sterling Wealth Advisors, Inc.
2019 - 2021 • 2 years
Poughkeepsie, NY
UnEmployed
2019 - 2019 • 1 year
Wappinger Falls, NY
First Standard Financial Co
2018 - 2019 • 1 year
Garden City, NY
National Securities Corp
2013 - 2018 • 5 years
New York, NY
Prime Capital Services
2013 - 2018 • 5 years
Poughkeepsie, NY
Asset & Financial Planning, Ltd
2006 - 2012 • 6 years
Poughkeepsie, NY
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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