Lisa Ann Richmond
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
14 years
Location
Bedminster, NJ 07921
Gladstone Wealth Partners
Multi-team
Lisa Richmond is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 14 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2006 to 2024 before joining LPL Financial, LLC in 2025. Richmond also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and resources, including sub-advisers and model portfolios, to serve clients’ needs.
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
14 years of industry experience
LPL Financial, LLC
2025 - Present • 1 year
Bedminster, NJ
UNemployed
2025 - 2025 • 1 year
Branchburg, NJ
Pruco Securities, LLC.
2006 - 2024 • 18 years
East Brunswick, NJ
Prudential Insurance Company of America
2006 - 2024 • 18 years
East Brunswick, NJ
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Bank
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Trust company
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Fund sponsor
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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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