Daniel Cavise is a registered investment advisor at Gladstone Wealth Partners, based in Red Bank, NJ, with 20 years of industry experience. Daniel 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.
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
10 Broad Street, Suite 202, Red Bank, NJ, 07701
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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
Daniel works as a registered investment advisor and registered representative with multiple entities including Gladstone Institutional Advisory LLC, Gladstone Wealth Group, LPL Financial, and Gladstone Wealth Partners. These activities take about half of Daniel's time.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations19 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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