David Schuttig
David Schuttig is a CFP, ChFC-designated registered investment advisor at Gladstone Wealth Partners, based in Cranberry, PA, with 31 years of industry experience. David 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
2009 Mackenzie Way, Suite 100, Cranberry, PA, 16066
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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 ActivitiesSells Insurance
David operates under several DBAs for LPL business, including All Sky Wealth Management, Gladstone Wealth Partners, and Silverleaf Wealth Management. He also works as an agent selling non-variable insurance and provides investment advisory services through Gladstone Institutional Advisory, spending about half his time on these activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Securities, INC.Broker
Mutual Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations17 states
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