Antonio Angelo Taddeo

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

• 01/2012 → 10/2025
  Financial Planning Associates, Llc
  White Plains, NY
• 10/2025 → Present
  Gladstone Wealth Partners
  White Plains, NY

Previous Registrations

• 2006-08-25 → 2006-11-06
  Lenox Advisors, Inc.
  New York, NY

Other Businesses

1)ANTONIO TADDEO, NOT INVESTMENT RELATED, 141 TOMPKINS AVE PLEASANTVILLE, NY 10570, INSURANCE SALES, START DATE 2005, 2 HRS/WEEK, PRESENT INSURANCE PRODUCTS TO CLIENTS. 2)T&J INVESTMENT CO. LLC , NOT INVESTMENT RELATED, 2823 WALKER DRIVE YORKTOWN HEIGHTS, NY 10598, RENTAL PROPERTY, PARTNER, START DATE 07/2007, 4 HRS/MONTH NOT DURING SECURITIES HOURS, MANAGE PROPERTY AND ADMINISTRATIVE DUTIES. 3) FINANCIAL PLANNING ASSOCIATES, LLC., INVESTMENT RELATED, 141 TOMPKINS AVE PLEASANTVILLE, NY 10570, Pass-through LLC for compensation. 4) 10/2025 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor DBA - Silverleaf Wealth Management - INV REL - At Reported Business Location(s) - 160 hours a month during securities trading. 5) 11/2025- Antonio Taddeo- Non-Variable Insurance - start: 10/1/2005 - 10 hr/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-20

Designations

• Certified Financial Planner

Other Names

• Antonio A. Taddeo
• Antonio Angleo Taddeo