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Bryce Wilinski

Gladstone Wealth Partners
21 Years of Experience
Melville, NY
2 DisclosuresBroker
View SEC Summary
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Bryce Wilinski is a registered investment advisor at Gladstone Wealth Partners, based in Melville, NY, with 21 years of industry experience. Bryce 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

105 Maxess Road Suite 314, Melville, NY, 11747

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History

Regulatory History (2)
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.
Customer Dispute
May 2014
Award / Judgment
Customer Dispute
May 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bryce operates his LPL business under The Choice Group. He also provides investment advisory services through Gladstone Institutional Advisory LLC, spending full-time on this activity, and works as a broker-dealer registered representative with LPL Financial for about half his time. Bryce also has a business entity, Bryce Wilinski, LLC, for tax/investment purposes.

Employment History
Current Registrations
Gladstone Wealth Partners
May 2017 - Present · 9 yrs 5 mos
LPL Financial LLCBroker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2017 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2017 · 7 yrs 7 mos
Banc of America Investment Services, INC.Broker
August 2006 - October 2009 · 3 yrs 2 mos
Banc of America Investment Services, INC.
August 2006 - October 2009 · 3 yrs 2 mos
Morgan Stanley
January 2006 - June 2006 · 5 mos
Morgan Stanley Dw INC.Broker
February 2005 - June 2006 · 1 yr 4 mos
State Registrations18 states
AZCACTDEFLGAILMDMEMINCNJNYPASCTXVAWI
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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