Raymond Gutowski is a registered investment advisor at Gladstone Wealth Partners, based in Warwick, RI, with 20 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
931 Jefferson Blvd, Suite 1000, Warwick, RI, 02886
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Raymond is a Registered Investment Advisor DBA Pinnacle Wealth Management since 2020, dedicating full-time hours to securities trading. He is also a Notary Public in Rhode Island, spending minimal time on this activity.
Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
Strategic Advisers, INC.
American Express Financial Advisors, INC.
State Registrations3 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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