Steven G Brettler

Current Employers

Employment History

• 06/2009 → 01/2018
  Morgan Stanley
  Blue Bell, PA
• 01/2015 → 11/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2018 → 11/2020
  Morgan Stanley
  Greenville, DE
• 12/2020 → Present
  Lpl Financial, Llc
  Mount Laurel, NJ
• 12/2020 → Present
  Gladstone Wealth Partners
  Mount Laurel, NJ

Previous Registrations

• 2009-06-01 → 2020-11-17
  Morgan Stanley
  Blue Bell, PA
  Blue Bell, PA
  Greenville, DE
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Blue Bell, PA
• 2002-06-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Jenkintown, PA
  Blue Bell, PA

Other Businesses

1. 01/01/2008 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 2606 ELBERTA LN, MARLTON, NJ, 08053 2. 1/21/2021 - Walden Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/14/2020 - 0 Hours Per Month. 3. 09/08/2021 - Gladstone Institutional Advisory - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 01/01/2021 - 160 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 160 hours per 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. 09/13/2021 - GWP Holdings LLC - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2020 - 160 Hours Per Month/140 Hours During Securities Trading. 5. 11/15/2022 - Blue Bell Wealth - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 10/10/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 08/02/2023 - BCC Wealth Partners LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 07/25/2023 - 0 Hours Per Month/ During Trading 7) 04/02/2025 - Gladstone Institutional Advisory - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Investment Related - Start Date:06/02/2025 - 10 Hrs/Mth - 10 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-01

Other Names

• Stephen Gregory Gellman