Philip Anthony Marchetti

Employer firm

Gladstone Wealth Partners CRD 250787

$5.68B regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Lpl Financial, Llc
  Pompton Plains, NJ
• 10/2016 → Present
  Gladstone Institutional Advisory, Llc
  Pompton Plains, NJ

Previous Registrations

• 2009-02-17 → 2016-08-24
  Pnc Wealth Management Llc
  Bridgewater, NJ
  Hamilton, NJ
  Wanaque, NJ
  Kinnelon, NJ
  Oak Ridge, NJ
  Pompton Plains, NJ
  Flander, NJ
• 2004-10-20 → 2008-11-21
  Banc Of America Investment Services, Inc.
  Westfield, NJ
  Westfield, NJ
• 2002-09-04 → 2004-10-20
  Quick & Reilly, Inc.
  Upper Montclair, NJ

Other Businesses

1. 8/22/2016: Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 8/15/2016 - No Time Spent. 2. 8/22/2016: Crump - Investment Related - At Reported Business Location(s) - Non-Variable insurance - Started 8/15/2016 - 100 Hours Per Month - Time Spent 50%. 3. 10/4/2016: Gladstone Institutional Advisory, LLC - DBA: (Hybris) Gladstone Wealth Advisor - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 8/15/2016 - 100 Hours Per Month - Time Spent 50% - I provide investment advisory services through Gladstone Wealth Advisor, an independent investment advisor firm. I started this business activity on 10/4/16. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/15/2019 - 2-4 Mill Ridge LLC - Investment related - Bedminster, NJ 07921 - Real Estate Rental - Started 07/19/2019 - 10 Hours Per Month/1 Hour During Securities Trading. 5. 11/18/2020 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 6. 11/18/2020 - GWP Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2020 - 40 Hours Per Month/20 Hours During Securities Trading. 7. 12/1/2020 - IBPNJ - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2020 - 0 Hours Per Month - Investment Fee income and advisor overrides. 8. 12/1/2020 - Gladstone Coverage Group - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/16/2020 - 0 Hours Per Month - Offering P&C coverage to business owners. 9. 12/1/2020 - Gladstone Curran & Co - Investment Related - 28 Spring st, Flemington, NJ - Tax Prep/ Accounting/ CPA - Started 01/01/2020 - 0 Hours Per Month - Tax services. 10. 05/11/2023 - Gladstone Aggregator, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 5/01/2023 - 1 Hours Per Month 11. 07/10/2023 - HBFM Yacht Company - Not Investment Related - Warren, NJ - Other - Reps Business - Passive Investor - Start Date 01/04/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-23
• S63 Uniform Securities Agent State Law Examination
  1999-10-26

Other Names

• Philip Marchetti