AT
Antonio A. Taddeo
FINANCIAL PLANNING ASSOCIATES
White Plains, NY 10603
Some features on this profile are disabled
CRD#: 5110448
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Professional summary
Antonio Angelo Taddeo, CFP®, who also goes by Antonio A. Taddeo, Antonio Angleo Taddeo, is a registered financial advisor currently at FINANCIAL PLANNING ASSOCIATES, LLC located in White Plains, New York and GLADSTONE WEALTH PARTNERS located in White Plains, New York.
Antonio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Antonio has worked at 6 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Antonio A. Taddeo | Antonio Angleo Taddeo
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)ANTONIO TADDEO, NOT INVESTMENT RELATED, 141 TOMPKINS AVE PLEASANTVILLE, NY 10570, INSURANCE SALES, START DATE 2005, 2 HRS/WEEK, PRESENT INSURANCE PRODUCTS TO CLIENTS. 2)T&J INVESTMENT CO. LLC , NOT INVESTMENT RELATED, 2823 WALKER DRIVE YORKTOWN HEIGHTS, NY 10598, RENTAL PROPERTY, PARTNER, START DATE 07/2007, 4 HRS/MONTH NOT DURING SECURITIES HOURS, MANAGE PROPERTY AND ADMINISTRATIVE DUTIES. 3) FINANCIAL PLANNING ASSOCIATES, LLC., INVESTMENT RELATED, 141 TOMPKINS AVE PLEASANTVILLE, NY 10570, Pass-through LLC for compensation. 4) 10/2025 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor DBA - Silverleaf Wealth Management - INV REL - At Reported Business Location(s) - 160 hours a month during securities trading.
CRS (Client Relationship Summary) - RIA
Click below to view Antonio Angelo Taddeo'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®
CFP®
Start date: 2003
Experience
Current
January 11, 2013 - Present
FINANCIAL PLANNING ASSOCIATES, LLC
Office #1: 399 Knollwood Road Suite 113, White Plains, NY 10603RIA
CRD#: 159404
White Plains, NY
Current
October 14, 2025 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 399 Knollwood Rd. Suite 113, White Plains, NY 10603RIA
CRD#: 250787
White Plains, NY
Past
June 10, 2011 - January 2, 2014
NEWPORT COAST SECURITIES, INC.
BD
CRD#: 16944
WHITE PLAINS, NY
Past
March 1, 2011 - May 17, 2011
HARRISON DOUGLAS, INC.
BD
CRD#: 16515
AURORA, CO
Past
August 8, 2008 - February 24, 2011
ALTERNATIVE WEALTH STRATEGIES, INC.
BD
CRD#: 130933
PLEASANTVILLE, NY
Past
August 25, 2006 - November 6, 2006
LENOX ADVISORS, INC.
RIA
CRD#: 119386
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.Highlighted states indicate IAR registrations
IAR
Connecticut(1/11/2013)
IAR
Connecticut(10/14/2025)
IAR
Florida(10/22/2025)
IAR
New Hampshire(10/16/2025)
IAR
New Jersey(1/11/2013)
IAR
New York(10/14/2025)
IAR
Texas(10/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
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.
