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Abraham M. Glaser

Gladstone Wealth Partners

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About Abraham M. Glaser

Abraham M. Glaser is an Investment Advisor Representative associated with Gladstone Wealth Partners. Abraham has been in the financial industry for 20 years and holds multiple licenses and certifications. Abraham provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Abraham's specializations include Retirement Planning, Portfolio Management, and Financial Planning.

Firm Information

Abraham Glaser is currently registered with Gladstone Wealth Partners. Gladstone Wealth Partners is a registered investment advisor located in PALM BEACH GARDENS, FL. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have over 100 investment advisor representatives and approximately $4 billion in regulatory assets under management. Their client base primarily includes individuals, high-net-worth individuals, corporations, and charitable organizations.
Gladstone Wealth Partners

2000 PGA BLVD.

PALM BEACH GARDENS, FL 33408

$4.00B

Assets Under Management

238

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abraham Glaser’s Registration & Firm History

FL

03/02/2022 - Present

Gladstone Wealth Partners (PALM BEACH GARDENS FL)

NE

06/16/2016 - 07/30/2019

RBC CAPITAL MARKETS, LLC (OMAHA NE)

KS

11/27/2013 - 06/16/2016

KEEL POINT CAPITAL, LLC (LEAWOOD KS)

KS

01/05/2011 - 12/05/2013

UMB FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

KS

03/03/2005 - 01/05/2011

COUNTRY CLUB FINANCIAL SERVICES, INC. (SHAWNEE KS)

NY

04/18/2003 - 03/02/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abraham M. Glaser.
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