Denise Vecchione
Denise Vecchione is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 33 years of industry experience. Denise 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.
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 Activities
Denise operates under two DBAs for her LPL business, Gladstone Wealth Group (since 2020) and Gladstone Wealth Partners (since 2023). She dedicates full-time hours to these activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Jefferies & Company, INC.Broker
Bear, Stearns & CO. INC.Broker
Prudential Securities IncorporatedBroker
Warburg Dillon Read LLCBroker
Sbc Warburg Dillon Read INC.Broker
Oppenheimer & CO., INC.Broker
Prudential Securities IncorporatedBroker
Ladenburg, Thalmann & CO., INC.Broker
Robert M. Cohen & CO., INC.Broker
J. Gregory & Company, INC.Broker
State Registrations8 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.