Gladstone Wealth Group
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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
Years of Experience
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Gladstone Wealth Group Brokerage Details
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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
Paul Morse Work History
Paul has 15 years of experience.
Gladstone Wealth Group
Lpl Financial, LLC
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Paul Morse has disclosures.
Please visit their SEC profile for more details.