Robert Paul Slomin | Financial Professional | Red Bank, New Jersey

Professional summary

Robert Paul Slomin, who also goes by Robert Slomin, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Red Bank, New Jersey and LPL FINANCIAL LLC located in Red Bank, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, Series 79TO, SIE, Series 7, Series 6, Series 14, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Slomin

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.

1.2/2018 - Gladstone Institutional Advisory, LLC - DBA Gladstone Wealth Partners - investment related - at reported business location - Registered Investment Advisor - Chief Risk Officer - Investment Advisor Representative -160 hours per month during securities trading - responsible for the RIA's overall control environment and compliance program - Gladstone Wealth Partners is not affiliated with LPL Financial. 2.10/2020 - Smartria Ventures, Inc. - not investment related - at reported business location - for profit advisory board member - two hours per month during securities trading - serving as a member of the Organization's Advisory Board for an initial period of two years as an independent contractor. 3.1/2021 - Smartria Ventures, Inc.- not investment related - other referral - referral to Smartria. 4.3/2022 - StratiFi Technologies, Inc. - not investment related - at reported business location - for profit advisory board member - four hours per month during securities trading - serving as a member of the Organization's Advisory Board for a period of three years as an independent contractor - referral to StratiFi. 5.10/2022 - Integrity Marketing Partners, LLC - not investment related - at reported business location - employee - 160 hours per month during securities trading - Gladstone Wealth Partners is principally owned by GWP Advisory Services, LLC, an indirect wholly owned subsidiary of Integrity Marketing Partners, LLC - Integrity Marketing Partners is not affiliated with LPL Financial. 6. 04/24/2024 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 80 Hours per Month/ During Trading - I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Slomin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 23, 2018 - Present

GLADSTONE WEALTH PARTNERS

Office #1: 10 Broad St Suite 202, Red Bank, NJ 07701

RIA

CRD#: 250787

RED BANK, NJ

Current

June 9, 2017 - Present

LPL FINANCIAL LLC

Office #1: 10 Broad St., Suite 202, Red Bank, NJ 07701

RIA

CRD#: 250787 / SEC#: 801-101532

RIA

Registered Investment Advisory firm - (7/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

New Jersey
(6/9/2017)

IAR

New Jersey
(4/23/2018)

RR

New York
(6/9/2017)

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.

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

GW

GLADSTONE WEALTH PARTNERS

CRD#: 250787 / SEC#: 801-101532

RIA

Registered Investment Advisory firm - (7/28/2015 Approved)

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Contact information

Main Address

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

Mailing Address

1545 Us-206 Suite 300, Bedminster, NJ 07921

Phone number

(908) 719-1313

Established

Firm type

Fiscal year end

# of Employees

163

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (9/15/2025)

GLADSTONE WRAP BROCHURE (9/15/2025)

Regulatory assets under management

Total Number of Accounts	17,810
AUM (Assets Under Management)	$ 4,943,971,956

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Robert P. Slomin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Slomin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

PRIVATE PORTFOLIO PARTNERS, LLC

SUMMIT FINANCIAL RESOURCES INC

SUMMIT EQUITIES, INC.

SUMMIT EQUITIES, INC.

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

BNY MELLON SECURITIES LLC

BNY MELLON SECURITIES LLC

EQUITABLE ADVISORS, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

GLADSTONE WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/1999

Series 63

Date: 3/18/1999

Series 99TO

Date: 1/2/2023

Series 52TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/22/1998

Series 6

Date: 5/18/1998

Series 14

Date: 11/3/2008

Series 53

Date: 12/15/2004

Series 4

Date: 3/13/2002

Series 24

Date: 2/24/2000

FINRA

Current Firm

GLADSTONE WEALTH PARTNERS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLADSTONE WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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