Gladstone Securities, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 127808
- Registered since
- November 18, 2003
- Website
- www.gladstonesecurities.com
Firm profile
FINTRXOverview
Gladstone Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm has been SEC-registered since 2003 and is owned by a combination of domestic entities and individuals. Available records do not describe fee arrangements, advisory services, or specific business lines beyond the investment-bank classification, and the firm has not reported affiliations or activity details to the data source. Regulatory and profile flags in the source indicate Gladstone Securities does not operate as a capital allocator, is not cataloged as a multi-state adviser, and is not identified as an active ESG investor or a pension consultant. Those attributes suggest the firm’s public role is focused on transactional or capital markets activity rather than operating a client-facing discretionary wealth-management platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
John Dellafiora
Chief Compliance OfficerCRD 5412022

David Gladstone
Chief Executive OfficerCRD 4578897
Jennifer Smith
Chief Valuation OfficerCRD 6541737
Contacts
3 of 25
Michael Licalsi
PresidentCRD 2578298

Eric Maloy
Managing DirectorCRD 5282420

Jade Clark
External WholesalerCRD 5516399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1521 Westbranch Dr
- Time zone
- ET (UTC-5)
- Office locations
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