Anthony Cirieco is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 15 years of industry experience. Anthony 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
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is a member of Carol Cirieco LLC, assisting with working capital management for his spouse's residential real estate business, dedicating minimal time. He also serves as a Councilman for the Town of Somers, dedicating a few hours per week, and is a candidate for political office, spending minimal time during business hours and a few hours per week after business hours. Anthony also works full-time for Gladstone Wealth Partners.
Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
The Windmill Group, INC.Broker
The Windmill Group, INC.
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.