RH
Robert P. Hudson
GLADSTONE WEALTH PARTNERS
BOCA RATON, FL 33431
Some features on this profile are disabled
CRD#: 4793590
RH
Professional summary
Robert Paul Hudson III, who also goes by Robert P Hudson, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Boca Raton, Florida and LPL FINANCIAL LLC located in Palm Beach Gardens, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert P Hudson
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.
1.12/3/12:R. P. HUDSON CAPITAL ADVISORS-INV REL-AtRepBusLoc(s)-DBAfor LPL Bus(entity for LPL bus) 2.9/12/13:GLADSTONE WEALTH GROUP-INV REL-AtReptBusLoc(s)-DBAfor LPL Bus(entity for LPL bus) 3.10/30/14:GLADSTONE COVERAGE GROUP-INV REL-AtReptBusLoc(s)-Insurance Agency-Start7/15/14-1Hr/MoDuringTrading 4.10/31/14:BOOK OF BROKERS DBA GLADSTONE INSURANCE GROUP-INV REL-AtReptBusLoc(s)-NON-VARIABLE INSURANCE-OWNER-Start1/7/13-1Hour/MoDuringTrading 5.4/28/15:IBPNJ LLC-INV REL-BEDMINSTER, NJ-BUS ENTITY FOR TAX/INV PURPOSES ONLY-CO-OWNER-Start3/18/15-8Hours/Mo 6.4/5/16:Investments By Planners-InvRel-AtRepBusLoc(s)-RIA/DBA-Start12/2/15-5Hrs/MthDuringTrading 7.7/5/16:IBP Wealth Management-InvRel-AtRepBusLoc(s)-DBAfor LPL Bus(entity for LPL bus)-Start6/23/16-20Hrs/MoDuringTrading 8.9/8/17:Henry & Hannay Wealth Management-InvRel-AtRepBusLoc(s)-DBAfor LPL Bus(entity for LPL bus)-Start8/30/17-1Hr/MoDuringTrdg 9.12/6/18:Gladstone Advisors-InvRel-AtRepBusLoc(s)-DBAfor LPL Bus(entity for LPL bus)-Start12/4/18-1Hr/MoDuringTrdg 10.11/27/20:Gladstone Wealth Partners-InvRel-AtRepBusLoc(s)-DBAfor LPL Bus(entity for LPL bus)-Start11/2/20-160Hrs/MoDuringTrdg 11.11/27/20:GWP Holdings-NotInvRel-AtRepBusLoc(s)-Bus Entity For Tax/Inv Purposes Only-Founder & Chairman-Start5/2/19-160Hrs/MoDuringTrdg 12.12/1/20:Gladstone Wealth Partners-InvRel-AtRepBusLoc(s)-RIA/DBA-Start11/2/20-160Hrs/MoDuringTrdg-I provide inv adv services through Gladstone Institutional Adv an independent inv adv firm. I started this bus activity in 11/2020. I expect to spend approximately 160 hours per mo on this activity. Please see the adv firm's Form ADV? 13.12/1/20:Gladstone Capital Management-InvRel-AtRepBusLoc(s)-RIA/DBA-Start11/23/20-2Hrs/MoDuringTrdg-I provide inv advisory services through Gladstone Institutional Adv an independent inv adv firm. I started this bus activity in 11/20. I expect to spend approximately 160 hours per moh on this activity. Please see the adv firm's Form ADV? 14.9/30/21:28 Spring Street GC LLC-InvRel-Flemington, NJ-RealEstateRental-Start4/22/21-1Hr/MoDuringTrdg 15.10/24/22-Mill Ridge LLC-InvRel-Chester, NJ-Real Estate Rental-Start-8/13/19-1 HrPer Mo/DuringTrdg 16.10/24/22-C & Co Growth Partners-InvRel-Flemington, NJ-Tax Prep/Accounting/CPA-Partner-Start12/17/19-1 HrPerMo/During Trdg 17.3/13/23-Personal LLC-NotInvRel-Home Based-Bus Entity For Tax/Inv Purposes Only-Start12/3/12-0 HrsPerMo/During Trdg 18.3/13/23-RPHudson Capital Holdings-NotInvRel-Home Based-Bus Entity For Tax/Inv Purposes Only-Start8/30/22-0 Hrs Per Mo/During Trdg 19.3/30/23-HBFM-NotInvRel-Other- Bus Owner- Start 1/11/23- 0 Hrs Per Mo/During Trdg 20.5/11/23-GS Advisor Aggregator, LLC-NotINV REL-Business Entity For Tax/Investment Purposes Only- START 5/1/23- 1 HR/MTH 21.5/11/23-Gladstone Aggregator, LLC-NOTINV REL-Business Entity For Tax/Investment Purposes Only- START 5/1/23- 1 HR/MTH 22.8/30/23-2436 Lamington LLC- Real Estate Rental- INV REL-Delray Beach, FL- Start 12/28/16- 1 HR/MTH 23.9/22/23-KB Hudson-Business Entity For Tax/Investment Purposes Only-Partner-Not INV REL-Delray Beach, FL-Start 3/30/23-0 hrs/mth 24.3/31/25-RH B Development-Real Estate Rental-INV REL-Scottsdale, AZ-Start 3/27/25-1 hr/mth/0 hrs during trdg
CRS (Client Relationship Summary) - RIA
Click below to view Robert Paul Hudson III'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
August 7, 2015 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 2500 N Military Trail #225, Boca Raton, FL 33431Office #2: 2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408RIA
CRD#: 250787
BOCA RATON, FL
Current
December 7, 2012 - Present
LPL FINANCIAL LLC
Office #1: 2000 Pga Blvd Ste 4440, Palm Beach Gardens, FL 33408RIA
BD
CRD#: 6413
PALM BEACH GARDENS, FL
Past
December 21, 2012 - January 4, 2016
PRIVATE PORTFOLIO PARTNERS, LLC
RIA
CRD#: 165616
PARAMUS, NJ
Past
December 10, 2010 - December 21, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SUMMIT, NJ
Past
December 10, 2010 - December 21, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SUMMIT, NJ
Past
May 23, 2007 - December 10, 2012
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
BERNARDSVILLE, NJ
Past
May 23, 2007 - December 10, 2012
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
BERNARDSVILLE, NJ
Past
October 8, 2004 - May 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
September 6, 2004 - May 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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(9/22/2014)
RR
Alaska(12/20/2018)
RR
Arizona(11/19/2013)
RR
Arkansas(4/22/2022)
RR
California(10/23/2015)
RR
Colorado(12/20/2018)
RR
Connecticut(12/20/2018)
RR
Delaware(2/12/2014)
RR
District of Columbia(12/20/2018)
RR
Florida(1/8/2013)
IAR
Florida(6/24/2016)
RR
Georgia(5/8/2018)
RR
Hawaii(4/22/2022)
RR
Idaho(12/15/2020)
RR
Illinois(5/21/2018)
RR
Indiana(4/19/2022)
RR
Iowa(4/9/2021)
RR
Kansas(4/22/2022)
RR
Kentucky(4/19/2022)
RR
Louisiana(4/19/2022)
RR
Maine(4/22/2022)
RR
Maryland(9/25/2018)
RR
Massachusetts(8/1/2017)
RR
Michigan(12/20/2018)
RR
Minnesota(12/20/2018)
RR
Mississippi(4/19/2022)
RR
Missouri(2/18/2021)
RR
Montana(4/25/2022)
RR
Nebraska(4/22/2022)
RR
Nevada(1/14/2016)
RR
New Hampshire(10/31/2018)
IAR
New Hampshire(12/19/2022)
RR
New Jersey(12/7/2012)
IAR
New Jersey(8/7/2015)
RR
New Mexico(12/20/2018)
RR
New York(9/8/2015)
RR
North Carolina(6/13/2013)
RR
North Dakota(12/20/2018)
RR
Ohio(9/25/2014)
RR
Oklahoma(4/22/2022)
RR
Oregon(12/20/2018)
RR
Pennsylvania(12/7/2012)
RR
Puerto Rico(1/6/2014)
RR
Rhode Island(4/22/2022)
RR
South Carolina(9/10/2018)
RR
South Dakota(4/22/2022)
IAR
Texas(2/9/2016)
RR
Texas(2/26/2016)
RR
Utah(4/19/2022)
RR
Vermont(4/22/2022)
RR
Virgin Islands(4/22/2022)
RR
Virginia(9/30/2013)
RR
Washington(4/23/2014)
RR
West Virginia(4/22/2022)
RR
Wisconsin(11/6/2017)
RR
Wyoming(4/22/2022)
Exams
State Security Law 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
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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)
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.
Company Information
GLADSTONE WEALTH PARTNERS
CRD#: 250787Boca Raton, FL 33431TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
