AC
AC

Anthony John Cirieco

15 Years of Experience
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
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Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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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.

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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
April 2024 - Present · 1 yr 10 mos
Previous Registrations
The Windmill Group, INC.Broker
October 2023 - April 2024 · 6 mos
The Windmill Group, INC.
September 2023 - April 2024 · 7 mos
Morgan Stanley
October 2010 - September 2023 · 12 yrs 11 mos
Morgan StanleyBroker
July 2010 - September 2023 · 13 yrs 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.