PM
Philip A. Marchetti
GLADSTONE WEALTH PARTNERS
Bedminster, NJ 07921
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CRD#: 3253299
PM
Philip Anthony MarchettiGLADSTONE WEALTH PARTNERS
Professional summary
Philip Anthony Marchetti, who also goes by Philip Marchetti, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Bedminster, New Jersey and LPL FINANCIAL LLC located in Palm Beach Gardens, Florida.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Philip has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Philip Marchetti
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Anthony Marchetti's 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®
NoneExperience
Current
October 19, 2016 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 1545 Us-206 Suite 300, Bedminster, NJ 07921RIA
CRD#: 250787
Bedminster, NJ
Current
August 16, 2016 - Present
LPL FINANCIAL LLC
Office #1: 2000 Pga Blvd Ste 4440, Palm Beach Gardens, FL 33408RIA
BD
CRD#: 6413
PALM BEACH GARDENS, FL
Past
July 10, 2025 - July 10, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
BEDMINSTER, NJ
Past
February 17, 2009 - August 24, 2016
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
POMPTON PLAINS, NJ
Past
February 10, 2009 - August 24, 2016
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
POMPTON PLAINS, NJ
Past
October 20, 2004 - November 21, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
WESTFIELD, NJ
Past
October 20, 2004 - November 21, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
WESTFIELD, NJ
Past
September 4, 2002 - October 20, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
UPPER MONTCLAIR, NJ
Past
April 25, 2001 - October 20, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
November 19, 1999 - April 25, 2001
SUMMIT FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 7246
BETHLEHEM, PA
Past
July 31, 1999 - November 15, 1999
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
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
Alabama(9/14/2021)
RR
Alaska(4/18/2023)
RR
Arizona(2/19/2021)
RR
California(8/16/2016)
RR
Colorado(4/7/2023)
RR
Connecticut(1/11/2021)
RR
Delaware(1/13/2021)
RR
District of Columbia(4/10/2023)
RR
Florida(1/11/2021)
RR
Georgia(4/11/2023)
RR
Idaho(4/7/2023)
RR
Illinois(3/24/2021)
RR
Indiana(7/11/2023)
RR
Iowa(4/10/2023)
RR
Kansas(4/7/2023)
RR
Kentucky(4/7/2023)
RR
Louisiana(4/17/2023)
RR
Maine(2/24/2021)
RR
Maryland(8/16/2016)
RR
Massachusetts(2/18/2021)
RR
Michigan(8/2/2021)
RR
Minnesota(4/10/2023)
RR
Mississippi(4/7/2023)
RR
Nevada(4/12/2023)
IAR
New Hampshire(12/19/2022)
RR
New Hampshire(4/12/2023)
RR
New Jersey(10/19/2016)
IAR
New Jersey(10/19/2016)
RR
New Mexico(4/10/2023)
RR
New York(1/29/2018)
RR
North Carolina(6/11/2018)
RR
North Dakota(4/10/2023)
RR
Ohio(4/7/2023)
RR
Oklahoma(4/10/2023)
RR
Oregon(4/12/2023)
RR
Pennsylvania(9/16/2016)
RR
Puerto Rico(4/27/2023)
RR
Rhode Island(1/11/2021)
RR
South Carolina(1/11/2021)
RR
South Dakota(4/13/2023)
RR
Texas(4/7/2023)
RR
Virgin Islands(4/11/2023)
RR
Virginia(8/16/2016)
RR
Washington(4/7/2023)
RR
West Virginia(4/10/2023)
RR
Wyoming(4/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
Registered Investment Advisory firm - (7/28/2015 Approved)Loading...
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)
Regulatory assets under management
| Total Number of Accounts | 17,810 |
| AUM (Assets Under Management) | $ 4,943,971,956 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLADSTONE WEALTH PARTNERS
CRD#: 250787Bedminster, NJ 07921TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
