TrueAdvisor
TrueAdvisor
MN
MN

Michael Nedreski

Gladstone Wealth Partners
31 Years of Experience
Erie, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Nedreski is a registered investment advisor at Gladstone Wealth Partners, based in Erie, PA, with 31 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 State Street, Suite 503, Erie, PA, 16507

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 1992
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is involved in several business activities, including non-variable insurance sales since 2015, dedicating about 10% of his time. He also works with Gladstone Institutional Advisory LLC and White Oak Wealth Partners as a registered investment advisor, and as a registered representative with LPL Financial, spending about half his time on these investment-related activities.

Employment History
Current Registrations
Gladstone Wealth Partners
December 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2013 - December 2015 · 2 yrs 4 mos
Lawing Financial INC
January 2013 - September 2013 · 8 mos
Cambridge Investment Research, INC.Broker
August 2008 - December 2015 · 7 yrs 4 mos
Cambridge Investment Research Advisors, INC.
August 2008 - April 2013 · 4 yrs 8 mos
Investors Capital Advisory
January 2005 - August 2008 · 3 yrs 7 mos
Eastern Point Advisors INC.
July 2001 - December 2004 · 3 yrs 5 mos
Investors Capital CORP.Broker
September 1997 - August 2008 · 10 yrs 11 mos
Pruco Securities CorporationBroker
November 1989 - October 1992 · 2 yrs 11 mos
The Prudential Insurance Company of AmericaBroker
November 1989 - October 1992 · 2 yrs 11 mos
State Registrations11 states
CAFLINMONCNYOHPASCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Erie, PA →All financial advisors in Pennsylvania →