Antonio Taddeo is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in White Plains, NY, with 13 years of industry experience. Antonio 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
399 Knollwood Road, Suite 113, White Plains, NY, 10603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Antonio sells insurance products, dedicating a few hours per week to presenting them to clients. He is also a partner in T&J Investment Co. LLC, managing rental property and administrative duties for minimal time per month, and the President/Owner of Financial Planning Associates, dedicating full-time hours to RIA activities.
Employment History
Current Registrations
Gladstone Wealth Partners
Financial Planning Associates, LLC
Previous Registrations
Lenox Advisors, INC.
State Registrations6 states
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