Anthony John Cirieco
Investment adviser representative at Gladstone Wealth Partners
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Gladstone Wealth PartnersApr 2024 to now
- The Windmill GroupOct 2023 to Apr 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2023
- Morgan Stanely Smith BarneyJun 2010 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5810610
- Firm CRD
- 250787