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Altin Tirana

Gladstone Wealth Partners
21 Years of Experience
Purchase, NY
5 DisclosuresBroker
View SEC Summary
View SEC Summary

Altin Tirana is a registered investment advisor at Gladstone Wealth Partners, based in Purchase, NY, with 21 years of industry experience. Altin 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

2975 Westchester Ave, Suite 204, Purchase, NY, 10577

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2024
Final
Regulatory
March 2023
Final
Regulatory
January 2023
Final
Employment Separation After Allegations
July 2020
Customer Dispute
May 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Altin spends all of his time working with Gladstone Wealth Group and Gladstone Institutional Advisory, LLC, providing investment advisory services. He also manages Altin Tirana LLC, a business entity for tax/investment purposes, dedicating minimal time to it.

Employment History
Current Registrations
Gladstone Wealth Partners
November 2020 - Present · 5 yrs 11 mos
LPL Financial LLCBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Morgan Stanley
May 2020 - August 2020 · 3 mos
Morgan StanleyBroker
June 2009 - August 2020 · 11 yrs 2 mos
Citigroup Global Markets INC.Broker
September 2004 - June 2009 · 4 yrs 9 mos
State Registrations16 states
AZCACTDEFLGAILKSMDNCNJNYPASCVAVT
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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