David Michael Schuttig
Investment adviser representative at Gladstone Wealth Partners
27 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$5.7BFirm assets
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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
27 years in the industry.
- Gladstone Wealth PartnersSep 2024 to now
- LPL Financial, LLCJan 2022 to now
- Mutual Advisors, LLC.Oct 2017 to Jan 2022
- Mutual Securities, Inc.Oct 2017 to Jan 2022
- AXA Advisors, LLCSep 1999 to Oct 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (CO, PA).
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
- 2488503
- Firm CRD
- 250787