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Michael John Nedreski

Investment adviser representative at Gladstone Wealth Partners
30 yearsExperience
2 statesRegistered in
$5.7BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

30 years in the industry.

  1. Gladstone Wealth PartnersDec 2015 to now
  2. LPL Financial, LLCDec 2015 to now
  3. Nedreski Wealth ManagementMar 1996 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Gladstone Wealth Partners

Legal name: Gladstone Institutional Advisory LLC

$5.7BAssets managed
8,385Clients
103Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2010627
Firm CRD
250787
Advisor's SEC record (opens in a new tab)
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