Andrew Patrick Campbell | Financial Professional | Blue Bell, Pennsylvania

Professional summary

Andrew Patrick Campbell, who also goes by Andrew P Campbell, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Blue Bell, Pennsylvania and LPL FINANCIAL LLC located in Blue Bell, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Andrew has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew P Campbell

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) 02/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 160 Hrs per month - 100% Time Spent 2) 03/11/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:02/24/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 160 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 03/11/2025 - Gladstone Wealth Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/24/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Patrick Campbell'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

March 10, 2025 - Present

GLADSTONE WEALTH PARTNERS

Office #1: 721 Arbor Way Ste 180a, Blue Bell, PA 19422

RIA

CRD#: 250787

Blue Bell, PA

Current

March 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 721 Arbor Way Ste 180a, Blue Bell, PA 19422

RIA

BD

CRD#: 14251

LANSDALE, PA

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

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

Delaware
(3/10/2025)

RR

Florida
(3/10/2025)

RR

Maryland
(3/10/2025)

RR

New Jersey
(3/10/2025)

RR

Pennsylvania
(3/10/2025)

IAR

Pennsylvania
(3/10/2025)

RR

South Carolina
(3/10/2025)

RR

Virginia
(7/12/2025)

RR

Washington
(3/10/2025)

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

State Security Law Exam

IAR

Series 65

Date: 4/10/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 8/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 9/25/2006

General Securities Representative 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

Andrew P. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Patrick Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GLADSTONE WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2009

Series 63

Date: 8/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2006

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

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