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Anthony Stencler

27 Years of Experience
Doylestown, PA
2 DisclosuresBrokerSells Insurance

Anthony Stencler is a registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

100 E Court St, Doylestown, PA, 18901

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History

Regulatory History (2)
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
May 2007
Settled
Customer Dispute
August 2002
Denied
Other Business ActivitiesSells Insurance

Anthony operates under the DBAs Gladstone Wealth Partners and Wealth Advisory Services for his LPL business. He is also involved with Xtreme Xperiance and non-variable insurance through Books of Brokers.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2016 - October 2021 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2016 - October 2021 · 5 yrs 5 mos
Wealth Advisory Services, INC.
November 2009 - December 2021 · 12 yrs 1 mo
LPL Financial LLC
June 2009 - May 2016 · 6 yrs 11 mos
LPL Financial LLCBroker
June 2009 - May 2016 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2003 - May 2009 · 6 yrs
Prudential Securities IncorporatedBroker
November 1998 - May 2003 · 4 yrs 6 mos
PFS Investments INC.Broker
May 1998 - December 1998 · 7 mos
State Registrations12 states
CODEFLMDMINCNJNYPATNTXVA
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.
Anthony Stencler - Financial Advisor | TrueAdvisor