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Edgardo M
Series 63, Series 65, Series 66
Purchase, NY
Gladstone Wealth Partners
Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.
Altin T
Series 66
Purchase, NY
Gladstone Wealth Partners
Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.
Lisa R
CFP®, Series 63, Series 65
Purchase, NY
Gladstone Wealth Partners
Lisa Rossi is a CFP® professional with 33 years of experience in financial advising. She has been with Gladstone Wealth Partners since 2021 and previously worked at Stratos Wealth Partners and LPL Financial. Outside of her advisory work, she is associated with Kipps Consulting LLC, a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a notable integration of retirement-plan services and institutional manager relationships.
Anthony C
Series 66
Purchase, NY
Gladstone Wealth Partners
Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides 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.
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