Sean Clary is a registered investment advisor at Gladstone Wealth Partners, based in Melville, NY, with 27 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Melville, NY
Get directionsHistory
Regulatory History (1)
Criminal
February 1992Other Business Activities
Sean is a Registered Investment Adviser DBA Integrity Point Advisors through Gladstone Institutional Advisory LLC. This activity takes Sean full-time hours during securities trading.
Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
Bridgeway Wealth Partners, LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
H.J. Meyers & CO., INC.Broker
Hd Brous & CO., INC.Broker
State Registrations1 state
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
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