Denise Ann Vecchione

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

• 08/2013 → 01/2020
  Ameriprise Financial Services, Inc.
  Florham Park, NJ
• 02/2020 → Present
  Lpl Financial, Llc
  Chester, NJ
• 02/2020 → Present
  Gladstone Wealth Partners
  Chester, NJ

Previous Registrations

• 2013-08-29 → 2020-02-24
  Ameriprise Financial Services, Llc
  Florham Park, NJ
  Bedminster, NJ
• 2006-07-24 → 2013-08-26
  Ubs Financial Services Inc.
  Warren, NJ
  Bedminster, NJ

Other Businesses

1. 2/14/2020 - Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/7/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 09/10/2025- DBA for LPL Business (entity for LPL business)- Gladstone Wealth Partners- INV Related- At Reported Business Location(s)- start date 04/13/2023 3. 09/10/2025- Integrity, LLC.- Outside/W-2 Employment- Not INV Related- At Bedminster, NJ - Start date 09/02/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-20
• S63 Uniform Securities Agent State Law Examination
  1992-10-28

Other Names

• Denise A Lanzisero
• Denise Ann Lanzisero