Robert F. Mammana
GLADSTONE WEALTH PARTNERS | Investment Consultant
Bedminster, NJ 07921
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CRD#: 6953089
Professional summary
Robert Francis Mammana, who also goes by Robert F Mammana, Robert Francis Mammana, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Bedminster, New Jersey and LPL FINANCIAL LLC located in Bedminster, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Robert has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As an Investment Consultant here at Fidelity, I strive to provide our clients with the confidence to take actionable steps towards their financial goals. The relationships fostered with our clients are built around trust, and I take pride in planning with your best interest as our primary focus.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert F Mammana | Robert Francis Mammana
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) 03/24/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start date:03/12/2025 - 160 Hrs per month 8hrs during trading -100 % Time Spent 2) 03/24/2025 - Fortis Protection Group / Security Guard / Agent / Outside/W-2 Employment / Non Inv Related / Monroe Twp, NJ 08831 / Start date 06/01/2024 - 12 Hrs per month - 2 % Time Spent 3) 04/02/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/12/2025 - 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 3/2025. 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. 4) 04/02/2025 - Gladstone Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 03/12/2025 - 160 Hrs/Mth - 8 Hrs During Trading 5. 09/10/2025 - Integrity, LLC - Outside/W-2 Employment - Bedminster, NJ - Not Investment Related - At Reported Business Location(s) - Start Date: 03/24/2025 - 0 Hrs/Mth - 0 Hrs During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Robert Francis Mammana'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®
NoneEducation
Rider University
Bachelor of Science (BS) - Finance
2020
Experience
Current
March 26, 2025 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 1545 Us-206 Suite 300, Bedminster, NJ 07921RIA
CRD#: 250787
Bedminster, NJ
Current
March 24, 2025 - Present
LPL FINANCIAL LLC
Office #1: 1545 Us-206 Ste 300, Bedminster, NJ 07921RIA
BD
CRD#: 6413
BEDMINSTER, NJ
Past
November 17, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, NJ
Past
June 14, 2021 - April 7, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MANALAPAN, NJ
Past
March 18, 2021 - June 7, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
February 5, 2021 - June 7, 2021
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
Arizona(4/14/2025)
RR
California(4/14/2025)
IAR
California(5/5/2025)
RR
Connecticut(4/14/2025)
RR
Delaware(4/14/2025)
RR
Florida(4/14/2025)
IAR
Florida(6/2/2025)
RR
Georgia(4/14/2025)
RR
Illinois(4/14/2025)
RR
Maine(4/14/2025)
RR
Maryland(4/14/2025)
RR
Massachusetts(4/14/2025)
RR
Michigan(4/14/2025)
RR
New Hampshire(4/14/2025)
RR
New Jersey(3/24/2025)
IAR
New Jersey(3/26/2025)
RR
New York(4/14/2025)
IAR
New York(5/5/2025)
RR
North Carolina(4/14/2025)
RR
Ohio(4/14/2025)
RR
Pennsylvania(4/14/2025)
IAR
Pennsylvania(5/5/2025)
RR
South Carolina(4/14/2025)
RR
Tennessee(4/14/2025)
RR
Texas(4/14/2025)
IAR
Texas(5/5/2025)
RR
Virginia(4/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2021
General Securities Representative ExaminationGeneral 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
Investment ConsultantCRD#: 250787Bedminster, NJ 07921TRUST BUT VERIFY
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Contact information
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