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Michael Cuttita

Gladstone Wealth Partners
31 Years of Experience
Paramus, NJ
3 DisclosuresBroker
View SEC Summary
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Michael Cuttita is a registered investment advisor at Gladstone Wealth Partners, based in Paramus, NJ, 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

45 Eisenhower Drive, Suite 230, Paramus, NJ, 07652

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History

Regulatory History (3)
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.
Customer Dispute
February 2010
Denied
Customer Dispute
February 2009
Withdrawn
Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
May 2021 - Present · 5 yrs 5 mos
LPL Financial LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - May 2021 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - May 2021 · 9 yrs 6 mos
Wells Fargo Advisors, LLC
January 2005 - November 2011 · 6 yrs 10 mos
Wells Fargo Advisors, LLCBroker
April 2003 - November 2011 · 8 yrs 7 mos
Citigroup Global Markets INC.Broker
October 1999 - April 2003 · 3 yrs 6 mos
Dean Witter Reynolds INC.Broker
August 1995 - October 1999 · 4 yrs 2 mos
Oppenheimer & CO., INC.Broker
March 1995 - September 1995 · 6 mos
State Registrations17 states
CACOCTFLGAIDILKYMENCNJNVNYPASCTXVA
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.
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