Purchase, NY Office

Team
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Gladstone Wealth Partners logo

Gladstone Wealth Partners

Multi-team

Firm-wide stats for Gladstone Wealth Partners

Total advisors

99

Across 40 offices

Clients per advisor

84 High

Avg AUM per client

$675,237 Typical

HNW client ratio

27% High

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

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

Based on Gladstone Wealth Partners

Occupation focus

Founder/Business Owner Executive

Based on Gladstone Wealth Partners

Demographic focus

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

Based on Gladstone Wealth Partners

Location

2975 Westchester Ave, Suite 204

Purchase NY 10577

Advisors at this office

4

Advisors at this office

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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.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

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.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
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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.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
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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.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
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