John Scala
John Scala is a registered investment advisor at Gladstone Wealth Partners, based in Melville, NY, with 30 years of industry experience. John 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 (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
John operates The Choice Group as a DBA for his LPL business and Gladstone Institutional Advisory LLC, providing investment advisory services. He also engages in non-variable insurance activities, dedicating minimal time to it, and works as a broker-dealer registered representative with LPL Financial.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Citicorp Investment ServicesBroker
H.J. Meyers & CO., INC.Broker
W.J. Nolan & Company, INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations22 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.