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Gregory Thomas Fischer

Gladstone Wealth Partners

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About Gregory Thomas Fischer

Gregory Thomas Fischer is an Investment Advisor Representative at Gladstone Wealth Partners. Gregory has been in the industry since June 1994 and has been registered as an Investment Advisor Representative in Pennsylvania since April 2017. Gregory holds Series 7, 63, and 65 licenses. Before joining Gladstone Wealth Partners, Gregory worked at PNC Securities Corp and PNC Bank N.A..

Firm Information

Gregory Fischer 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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Gregory Fischer’s Registration & Firm History

PA

04/20/2017 - Present

Gladstone Wealth Partners (Erie PA)

PA

06/24/1994 - 02/16/1996

PNC SECURITIES CORP (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 04/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Thomas Fischer.
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