Steven Brettler
Steven Brettler is a registered investment advisor at Gladstone Wealth Partners, based in Mount Laurel, NJ, with 25 years of industry experience. Steven 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.
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
305 Fellowship Rd, Suite 105, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (3)
Regulatory
June 2023Regulatory
January 2023Employment Separation After Allegations
November 2020Other Business Activities
Steven owns rental real estate and provides investment advisory services through Gladstone Institutional Advisory, dedicating full-time hours to the latter. He also has several business entities for tax/investment purposes.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations15 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.
Exams
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