Bryce Wilinski is a registered investment advisor at Gladstone Wealth Partners, based in Melville, NY, with 20 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
105 Maxess Road Suite 314, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2014Customer Dispute
May 2014Other Business Activities
Bryce operates his LPL business under The Choice Group. He also provides investment advisory services through Gladstone Institutional Advisory LLC, spending full-time on this activity, and works as a broker-dealer registered representative with LPL Financial for about half his time. Bryce also has a business entity, Bryce Wilinski, LLC, for tax/investment purposes.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.