Investment adviser representative · Gladstone Wealth Partners
Matthew T. McNelis
CRD 4167363 · Palm Beach Gardens, FL
At a glance
Matthew T. McNelis 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 Matthew’s SEC record dates to 2017, about 9 years ago.
Current advisory firms
- Gladstone Wealth PartnersSince September 2026Palm Beach Gardens, FL · $5.7B in regulatory assets
- Stage Wealth Management, Inc.Since April 2025Middletown, NJ · $103M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’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
- 2 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.