Robert Slomin is a registered investment advisor at Gladstone Wealth Partners, based in Red Bank, NJ, with 27 years of industry experience. Robert 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
10 Broad St, Suite 202, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the Chief Risk Officer and Investment Advisor Representative for Gladstone Institutional Advisory, LLC (DBA Gladstone Wealth Partners), dedicating full-time hours. He also serves as an advisory board member for Smartria Ventures, Inc. and StratiFi Technologies, Inc., and is an employee of Integrity Marketing Partners, LLC.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Summit Financial Resources INC
Summit Equities, INC.Broker
Summit Equities INC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Mellon Securities LLC
Mellon Securities LLCBroker
AXA Advisors, LLCBroker
Signator Investors, INC.Broker
Signator Investors, INC.Broker
State Registrations2 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.