Michael Cuttita
Michael Cuttita is a registered investment advisor at Gladstone Wealth Partners, based in Paramus, NJ, with 31 years of industry experience. Michael 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
45 Eisenhower Drive, Suite 230, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2010Customer Dispute
February 2009Customer Dispute
August 2008Other Business Activities
Michael owns rental real estate, dedicating minimal time to it. He also works full-time providing investment advisory services through Gladstone Institutional Advisory, LLC and Platinum Wealth Advisors, as well as about half his time as a 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
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
Oppenheimer & CO., INC.Broker
State Registrations17 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.