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Current Employers
Gladstone Wealth Partners

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-12
  • NY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2010 → 09/2023
    Morgan Stanely Smith Barney
    Mount Kisco, NY
  • 01/2015 → 09/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2024 → Present
    Purchase, NY
  • 10/2023 → 04/2024
    The Windmill Group
    Somers, NY
Previous Registrations
  • 2023-09-26 → 2024-04-12
    The Windmill Group, Inc.
    Yorktown Hights, NY
    Somers, NY
  • 2010-10-07 → 2023-09-29
    Mount Kisco, NY
    Purchase, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-06
  • S66 Uniform Combined State Law Examination
    2010-10-06
Other Names
  • Anthony Cirieco

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