David Robert Hannay
Investment adviser representative at Gladstone Wealth Partners
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Gladstone Wealth PartnersJun 2017 to now
- Henry & Hannay Wealth MgtOct 2010 to Sep 2017
- Henry & Hannay Wealth Management LLCAug 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 5734075
- Firm CRD
- 250787