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Michael Francis Cuttita

Advisor at Gladstone Wealth Partners — Paramus, NJ

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Paramus, NJ 07652

Gladstone Wealth Partners logo

Gladstone Wealth Partners

Multi-team

Total advisors

100

Across 41 offices

Clients per advisor

83 High

Avg AUM per client

$675,237 Typical

HNW client ratio

27% High

About

Michael Cuttita is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill. Cuttita is also involved in providing investment advisory services through an independent registered investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisers. The firm utilizes a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies, with notable integration of retirement-plan service delivery and institutional manager relationships.

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

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management

Occupation focus

Based on Gladstone Wealth Partners

Founder/Business Owner Executive

Demographic focus

Based on Gladstone Wealth Partners

HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals

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Fee options

Fixed

Financial Planning and Consulting fees typically flat fee $200 to $5,000

Percentage

$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

Other

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)

Location

See office

Paramus, NJ

45 Eisenhower Drive, Suite 230

Paramus NJ 07652

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

31 years of industry experience

Gladstone Wealth Partners

2021 - Present • 5 years

Paramus, NJ

LPL Financial, LLC

2021 - Present • 5 years

Paramus, NJ

BANK of AMERICA, N.A.

2013 - 2021 • 8 years

Glen Rock, NJ

Merrill

2011 - 2021 • 10 years

Glen Rock, NJ

Wells Fargo Clearing

2005 - 2011 • 6 years

NJ

Disclosures

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

Business activities & affiliations

Brandon F

CPA, Series 65

Township of Washington, NJ

Capital Gains Advisory

Brandon G. Furlan is an advisor at Capital Gains Advisory LLC, a New Jersey fee-only registered investment adviser, and holds the Series 65. He is also a Certified Public Accountant licensed in New Jersey. Before Capital Gains Advisory, he earned a B.S. in Accounting from Rutgers University and spent several years in Finance Transformation at a Big Four consulting firm.

Cash flow / budgeting Tax strategies for small businesses Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Founder/Business Owner Young Professionals

Cameron W

CFP®, EA

New York, NY

Willcox Wealth Management

Originally from Massachusetts, I now reside in New York City with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives. Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered. I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS.

Retirement income strategy Social Security optimization RSUs / ISOs / NSOs AMT mitigation Wealth management Technology Professional Retired Baby Boomers (Born 1946-1964) Mid-Career Professionals Established Professionals Approaching retirement
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Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC, an independent firm based in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is the founding engineer at Warmer, a company that develops AI-powered software to streamline financial advisor workflows, and he independently develops automated and semi-automated mid-frequency trading strategies in U.S. futures markets. Eslami & Co. provides discretionary investment management and financial planning services to individuals and high-net-worth clients using a blended active/passive approach across ETFs, mutual funds, and alternative risk premia. The firm incorporates tax-aware overlay strategies via third-party Sub-Advisors and manages client portfolios with a focus on verification and ongoing monitoring of these engagements.

Tax-loss harvesting Active portfolio management Passive / index investing Retirement income strategy Business exit / sale strategy

Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy
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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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