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2 advisors near New York, NY
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Michael C
Series 63, Series 65
Paramus, NJ
Gladstone Wealth Partners
Michael Cuttita is a financial advisor with Gladstone Wealth Partners in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he has been involved in real estate rental activities. Gladstone Wealth Partners provides asset management, financial planning, and retirement consulting services to individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent advisers, utilizing equities, fixed income, ETFs, alternative assets, and third-party managers, along with specialized retirement plan fiduciary services.
Stephen R
CFP®, Series 66
Newark, NJ
Gladstone Wealth Partners
Stephen Roth is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2015 and has prior experience at Private Portfolio Partners, LLC and LPL Financial, LLC. Roth also serves as a benefit consultant for several insurance-related businesses. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment solutions including wrap programs, discretionary management, and access to model portfolios and sub-advisers.
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2 advisors near New York, NY
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