SG
SG

Salvatore Gambino

23 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Salvatore Gambino is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 23 years of industry experience. Salvatore 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None

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.

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Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Salvatore is involved in several business activities, including real estate rental properties and providing investment advisory services through Gladstone Institutional Advisory, LLC and Gambino Financial Services LLC. He also dedicates minimal time to non-variable insurance through Book of Brokers LLC.

Employment History
Current Registrations
Gladstone Wealth Partners
December 2017 - Present · 8 yrs 5 mos
LPL Financial LLC
December 2017 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Hsbc Securities (USA) INC.
November 2006 - January 2018 · 11 yrs 2 mos
Hsbc Securities (USA) INC.Broker
November 2006 - January 2018 · 11 yrs 2 mos
PNC Investments
November 2005 - October 2006 · 11 mos
PNC InvestmentsBroker
November 2005 - October 2006 · 11 mos
Banc of America Investment Services, INC.
October 2004 - November 2005 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - November 2005 · 1 yr 1 mo
Quick & Reilly, INC.
August 2004 - October 2004 · 2 mos
Quick & Reilly, INC.Broker
December 2002 - October 2004 · 1 yr 10 mos
State Registrations14 states
CACODEFLMAMDNCNJNYPASCTXVAWA
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.