Joseph Riccelli
Joseph Riccelli is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 23 years of industry experience. Joseph 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
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other 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
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Pruco Securities CorporationBroker
State Registrations13 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.