Antonio Angelo Taddeo
Investment adviser representative at Gladstone Wealth Partners
14 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$5.7BFirm assets
Are you Antonio Angelo Taddeo? Claim your profile
Contact this firm
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
14 years in the industry.
- Gladstone Wealth PartnersOct 2025 to now
- Financial Planning Associates, LLCJan 2012 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 6 states (CT, FL, NH, NJ, NY, 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
- 5110448
- Firm CRD
- 250787