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Joseph Riccelli

Gladstone Wealth Partners
23 Years of Experience
Boynton Beach, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joseph Riccelli is a registered investment advisor at Gladstone Wealth Partners, based in Boynton Beach, FL, with 23 years of industry experience. Joseph 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.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Boynton Beach, FL

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History

Regulatory History (1)
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Customer Dispute
February 2017
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph operates Gladstone Wealth Group as a DBA for his LPL business and provides investment advisory services through Gladstone Institutional Advisory, LLC, spending nearly full-time on these activities. He also works as a non-variable insurance agent and owns real estate rental properties, dedicating minimal time to each.

Employment History
Current Registrations
Gladstone Wealth Partners
October 2017 - Present · 9 yrs
LPL Financial LLCBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
PNC Investments
May 2005 - October 2017 · 12 yrs 5 mos
PNC InvestmentsBroker
May 2005 - October 2017 · 12 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - April 2005 · 6 mos
Banc of America Investment Services, INC.
October 2004 - April 2005 · 6 mos
Quick & Reilly, INC.
August 2003 - October 2004 · 1 yr 2 mos
Quick & Reilly, INC.Broker
August 2003 - October 2004 · 1 yr 2 mos
Pruco Securities CorporationBroker
March 2003 - September 2003 · 6 mos
State Registrations13 states
FLGAMAMDMNNHNJNYPASCTXVAWI
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.
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