Joseph Gladue
Professional Summary
Joseph Gladue, who also goes by Joseph Glaude, is a registered financial advisor currently at EQUALIZE CAPITAL LLC located in San Juan, undefined and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania. Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Joseph has worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph Glaude
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
BLUESTONE CAPITAL PARTNERS, LLC | EQUALIZE CAPITAL LLC
Contact Information
Main Address
Pmb 5333 151 Calle San Francisco Suite 200, San Juan, PR, 00901-1607Phone Number
(443) 802-6135# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$39,534,235Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BLUESTONE CAPITAL PARTNERS, LLC | EQUALIZE CAPITAL LLC
State Registrations and Notice Filings
(1/2/2019)
(11/12/2021)
(1/15/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jun 2004About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Gladue's CRS (Customer Relationship Summary).
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