Kristopher Bonocore
Investment adviser representative at Gladstone Wealth Partners
13 yearsExperience
3 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
13 years in the industry.
- Gladstone Wealth PartnersMar 2019 to now
- Gladstone Institutional Advisory (dba: Gladstone Wealth Group)Mar 2019 to now
- LPL Financial LLCSep 2018 to now
- Lendingone, LLCJan 2018 to Feb 2019
- UnemployedJul 2017 to Jan 2018
- Financial Engines Advisors L.L.C.Nov 2016 to Jul 2017
- Financial Engines Advisor Center, LLCOct 2016 to Nov 2016
- The Mutual Fund Store/financial EnginesMay 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, 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
- 4361102
- Firm CRD
- 250787