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Salvatore Gambino

Advisor at Gladstone Wealth Partners

Updated today

Location

Chester, NJ 07930

Credentials

Series 63, Series 65

Industry experience

23 years

About

Salvatore Gambino is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gladstone Wealth Partners since 2017. Prior to this, he held roles at LPL Financial and HSBC entities. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-team approach, offering tailored investment strategies across equities, fixed income, ETFs, alternative assets, and third-party managers, with a focus on pension consulting and ERISA retirement plan fiduciary services.

Client services

Based on Gladstone Wealth Partners

Financial planning Portfolio management Selection of other advisers
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Expertise

Based on Gladstone Wealth Partners

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Business succession planning

Occupation focus

Based on Gladstone Wealth Partners

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning and consulting fees are negotiable and generally a flat fee, payable one-time or installments, up to $1,200 prepaid six or more months in advance.

Percentage

Up to 2.00% annually (negotiable, may be tiered or flat depending on program and custodian)

Subscriptions

Clients may choose to pay recurring fees for ongoing financial planning or consulting services.

Other

Account minimum: $0 to $100,000 depending on program or third-party manager, with possible waivers Fee-only: Advisory fees up to 2.00% annually on assets under management, negotiable and can be tiered or flat; fees billed quarterly in advance or as specified.

Location

4 Mill Ridge Lane, Floor 2

Chester, NJ 07930

Most active in

New Jersey

Work history

Gladstone Wealth Partners

2017 - Present (9 years)

LPL Financial, llc

2017 - Present (9 years)

HSBC Bank USA, N.A.

2016 - 2017 (1 year)

HSBC SECURITIES (USA) Inc.

2013 - 2016 (3 years)

Hsbc

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Morristown, NJ

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Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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CFP®, Series 63, Series 65

Morristown, NJ

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Denville, NJ

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