Gladstone Securities, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
Mclean, Virginia
CRD number
127808
Registered since
November 18, 2003

Firm profile

FINTRX

Overview

Gladstone Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm has been SEC-registered since 2003. Ownership is described as a combination of a domestic entity and an individual. The profile indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. It also is not listed as a multi-state adviser, pension consultant, or related adviser in the available snapshot. Public-facing information in the dataset provides limited detail on the firm’s client types, fee arrangements, specific business or advisory activities, and any industry affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • John Dellafiora

    John Dellafiora

    Chief Compliance OfficerCRD 5412022

  • David Gladstone

    David Gladstone

    Chief Executive OfficerCRD 4578897

  • Jennifer Smith

    Chief Valuation OfficerCRD 6541737

Contacts

3 of 25
  • Michael Licalsi

    Michael Licalsi

    PresidentCRD 2578298

  • Eric Maloy

    Eric Maloy

    Managing DirectorCRD 5282420

  • Jade Clark

    Jade Clark

    External WholesalerCRD 5516399

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth