Travis Boyd Bert
Investment adviser representative at Gladstone Wealth Partners
10 yearsExperience
1 stateRegistered in
$5.7BFirm assets
11 yearsFirm in business
Are you Travis Boyd Bert? 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
10 years in the industry.
- Gladstone Wealth PartnersNov 2021 to now
- LPL Financial, LLCNov 2019 to now
- Purshe Kaplan Sterling InvestmentsNov 2018 to Nov 2019
- Hbks Wealth AdvisorsOct 2018 to Nov 2019
- BNY MellonMar 2017 to Sep 2018
- La FitnessAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7034120
- Firm CRD
- 250787