Bryce Scott Wilinski

Gladstone Wealth Partners

20 Years of Experience

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Firm Information

Gladstone Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

97 advisors

Number of Clients

7,910 clients

Average Client Portfolio

$625K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:None

Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

105 Maxess Road Suite 314, Melville, NY, 11747

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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

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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.