Unclaimed
Andrew Karasyk is an Investment Advisor Representative at Gladstone Wealth Partners. Andrew has over 10 years of experience in the financial services industry. He holds FINRA Series 7, 79, 63, 66, and SIE licenses. Prior to joining Gladstone Wealth Partners, Andrew worked at First Republic Securities Company, LLC, SG Americas Securities, LLC, and SunTrust Robinson Humphrey, Inc. Andrew's expertise includes portfolio management for individuals and businesses, financial planning, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
05/20/2024 - Present
Gladstone Wealth Partners (Purchase NY)
NY
05/16/2022 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
08/15/2017 - 05/03/2019
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
08/25/2015 - 07/27/2017
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
BOTH
Issued 08/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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