Nicholas John Ferguson
Investment adviser representative at Gladstone Wealth Partners
14 yearsExperience
3 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
14 years in the industry.
- Gladstone Wealth PartnersJan 2021 to now
- LPL Financial, LLCJan 2021 to now
- Bank of America, N.A.Mar 2018 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Dec 2020
- Quinnipiac UniversitySep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (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
- 6504914
- Firm CRD
- 250787