Adviser and broker representative · Gladstone Wealth Partners

Cynthia L. Newman

CRD 1078822 · Palm Beach Gardens, FL

At a glance

Cynthia L. Newman is an investment adviser representative with Gladstone Wealth Partners in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cynthia’s SEC record dates to 1997, about 29 years ago. Cynthia is also registered as a broker representative.

Current advisory firm

Gladstone Wealth PartnersSince November 2022Palm Beach Gardens, FL · $5.7B in regulatory assets

SEC adviser record

Registered since: 1997 (29 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Cynthia’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 4 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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