Anthony Cirieco is a registered investment advisor at Gladstone Wealth Partners, based in Purchase, NY, with 16 years of industry experience. Anthony 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
2975 Westchester Ave, Suite 204, Purchase, NY, 10577
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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
Anthony is a member of Carol Cirieco LLC, assisting with working capital management for his spouse's residential real estate business, dedicating minimal time. He also serves as a Councilman for the Town of Somers, dedicating a few hours per week, and is a candidate for political office, spending minimal time during business hours and a few hours per week after business hours. Anthony also works full-time for Gladstone Wealth Partners.
Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
The Windmill Group, INC.Broker
The Windmill Group, INC.
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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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