Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael John Nedreski

Gladstone Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael John Nedreski

Michael Nedreski is a financial advisor with Gladstone Wealth Partners, located in Palm Beach Gardens, FL. Michael has been in the financial services industry since 1994, specializing in providing financial planning, retirement planning consulting, and general consulting services. Michael is registered to offer investment advice in several states. Michael’s current registrations include a Pennsylvania license as a Registered Investment Advisor and a Texas license as a Registered Investment Advisor. Michael has also been registered in several other states, including Florida, Indiana, Missouri, New York, North Carolina, Ohio, South Carolina, Texas, and Washington.

Firm Information

Michael Nedreski 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Nedreski’s Registration & Firm History

FL

12/16/2022 - Present

Gladstone Wealth Partners (PALM BEACH GARDENS FL)

PA

08/01/2008 - 12/14/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (ERIE PA)

PA

09/29/1997 - 08/04/2008

INVESTORS CAPITAL CORP. (CORRY PA)

NJ

11/30/1989 - 10/02/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

11/30/1989 - 10/02/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

Not sure if Michael John Nedreski is right for you?

Licenses & Designations

IA

Issued 05/14/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2006

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 09/26/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael John Nedreski. Review regulatory record here.
Not sure if Michael John Nedreski is right for you?