Blue Bell, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Gladstone Wealth Partners
Multi-team
Firm-wide stats for Gladstone Wealth Partners
About
Gladstone Wealth Partners serves individuals (including high‑net‑worth clients), 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 wrap programs and third‑party manager/TAMP solutions.
Investment approaches are implemented at the representative level and can include individual equities and bonds, mutual funds and ETFs, alternative investments, model portfolios, direct indexing, and tax‑managed strategies; Gladstone’s Investment Committee performs platform‑level and program‑specific due diligence on sub‑advisers and model providers. The firm also provides participant‑level ERISA Section 3(21) services via third‑party technology platforms to manage held‑away retirement accounts on a limited discretionary basis.
Compared with many multi‑team peers, Gladstone is notable for its explicit integration of retirement‑plan service delivery and institutional manager relationships (including a material sub‑adviser relationship used in its GCM program). The firm’s most recent Form ADV amendment discloses a number of material changes clarifying ERISA roles, program structures, and adviser/sub‑adviser and custodian compensation arrangements, a level of disclosure that is less common among similar firms.
Based on Gladstone Wealth Partners
Expertise
Based on Gladstone Wealth Partners
Demographic focus
Based on Gladstone Wealth Partners
Location
721 Arbor Way, Ste 180 A
Blue Bell PA 19422
Advisors at this office
3
Advisors at this office
Francis C
Series 66
Blue Bell, PA
Gladstone Wealth Partners
Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. 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 wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.
Andrew C
Series 63, Series 65
Blue Bell, PA
Gladstone Wealth Partners
Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Bank of America, Merrill, and Citizens Securities. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and retirement planning services implemented through a network of nearly 100 advisors.
Michael N
CFP®, ChFC®, Series 66
Blue Bell, PA
Gladstone Wealth Partners
Michael Neill is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Gladstone Wealth Partners in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 includes individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.
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