AT
CFP
AT
CFP

Antonio Angelo Taddeo

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
Loading...

Location

399 Knollwood Road, Suite 113, White Plains, NY, 10603

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Antonio sells insurance products, dedicating a few hours per week to presenting them to clients. He is also a partner in T&J Investment Co. LLC, managing rental property and administrative duties for minimal time per month, and the President/Owner of Financial Planning Associates, dedicating full-time hours to RIA activities.

Employment History
Current Registrations
Gladstone Wealth Partners
October 2025 - Present · 4 mos
Financial Planning Associates, LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Lenox Advisors, INC.
August 2006 - November 2006 · 3 mos
State Registrations6 states
CTFLNHNJNYTX
Advisor
Exams
No exam information available for this advisor.