Paul
Morse

Gladstone Wealth Group

CRD#2214972
Investment Advisor
in New York, NY
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About this Advisor

Paul Morse is a certified financial planner operating out of New York, New York, with 15 years of work experience. Morse is currently employed by Gladstone Wealth Group. The advisor has gained experience at Wachovia Securities, LLC, Gladstone Wealth Group, Wells Fargo Advisors LLC and Lpl Financial, LLC. Morse maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Gladstone Wealth Group is a firm that has its headquarters in New York, New York. The firm has offices in 20 locations and a total of 48 financial advisors. It has $567 million in total assets between its 2,783 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advice to three charities and foundations. Of its 2,783 client accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. The company performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which services are offered. Fees charged by Gladstone Wealth Group can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

222 Broadway 19Th Floor
New York, NY 10038

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Gladstone Wealth Group Brokerage Details

Total Assets Under Management

$613,654,733

NY Average: $10,121,009,343
Total Number of Employees

44

NY Average: 92
Total Number of Accounts

3,193

NY Average: 6,978
Average Account Size

$192,188

NY Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Paul Morse Work History

Paul has 15 years of experience.

2016 - Present (3 years)

Gladstone Wealth Group

2016 - Present (3 years)

Lpl Financial, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Paul Morse has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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