Robert Francis Mammana
Investment adviser representative at Gladstone Wealth Partners
11 yearsExperience
6 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
11 years in the industry.
- Gladstone Wealth PartnersMar 2025 to now
- LPL Financial LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Jun 2021
- Cfo Consulting PartnersJul 2019 to Jul 2020
- Isd Jackson LLCDec 2018 to Dec 2019
- Shop Rite LiquorsSep 2018 to Apr 2019
- Turning PointJan 2018 to Apr 2018
- Rider Book StoreJan 2018 to Mar 2018
- Rider UniversityJun 2016 to May 2020
- Solo BellaAug 2015 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, NJ, NY, 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
- 6953089
- Firm CRD
- 250787