Sean J Song
Investment adviser representative at Gladstone Wealth Partners
11 yearsExperience
1 stateRegistered 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.
- LPL Financial LLCJan 2024 to now
- Gladstone Wealth PartnersOct 2023 to now
- HightowerNov 2021 to Sep 2023
- TD AmeritradeNov 2020 to Nov 2021
- Pruco Securities LLCSep 2020 to Nov 2020
- American Senior BenefitsSep 2020 to Oct 2020
- The Prudential Insurance Company of AmericaSep 2019 to Nov 2020
- Bogies Bar & GrillAug 2019 to Dec 2020
- Firethorn Golf ClubMay 2018 to Aug 2018
- Unl StudentAug 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7202009
- Firm CRD
- 250787