Michael Robert Neill
Investment adviser representative at Gladstone Wealth Partners
17 yearsExperience
3 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
17 years in the industry.
- Gladstone Wealth PartnersMay 2021 to now
- LPL Financial, LLCApr 2021 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Apr 2021
- Morgan Stanley Smith Barney LLCJun 2009 to Apr 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 4700490
- Firm CRD
- 250787