Steven Brettler
Steven Brettler is a registered investment advisor at Gladstone Wealth Partners, based in Mount Laurel, NJ, with 24 years of industry experience. Steven 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
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.