Steven A Connolly
Investment adviser representative at Gladstone Wealth Partners
19 yearsExperience
4 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
19 years in the industry.
- LPL Financial, LLCJun 2021 to now
- Gladstone Wealth PartnersMay 2021 to now
- UBS Financial Services IncNov 2007 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 4 states (CO, IL, NE, 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
- 4465238
- Firm CRD
- 250787