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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-12 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
2975 Westchester Ave Suite 204, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanely Smith Barney | Mount Kisco | NY | 06/2010 | 09/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2023 |
| Gladstone Wealth Partners | Purchase | NY | 04/2024 | Present |
| The Windmill Group | Somers | NY | 10/2023 | 04/2024 |
1. CAROL CIRIECO LLC; HEIGHTS, NY; RESIDENTIAL REAL ESTATE FOR CAROL CIRIECO; MEMBER OF LLC; SPOUSES BUSINESS; WORKING CAPITAL MANAGEMENT; 1 HOUR AFTER BUSINESS; 1 HOUR DURING BUSINESS; 2012*** 2. *192375 - Town of Somers; Investment related No; Somers, NY; Political Office; Councilman (proprietor, partner, officer, director, employee, trustee, agent); Jan 2021 - Dec 2025; During business hours: 5; After business hours: 10; Member of a 5-person board responsible for policy decisions associated with public health & safety, land use, highway, police, recreation, parks budgets and finance way. 3. 04/2024 - Gladstone Wealth Partners - Registered Investment Adviser DBA: Symmetry Wealth Advisory Group - INV REL - At Reported Business Location(s) - 160 hours a month during securities trading. 4. *197024 - Somers Town Board; Investment related No; Somers, NY; Political Office; Candidate for Political Office (proprietor, partner, officer, director, employee, trustee, agent); June 2024 - Dec 2025; During business hours: 2; After business hours: 13; Running for Political Office/Campaigning, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-06 |
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