Adviser and broker representative · Gladstone Wealth Partners
Steven G. Brettler
CRD 4367351 · Mount Laurel, NJ
At a glance
Steven G. Brettler is an investment adviser representative with Gladstone Wealth Partners in Mount Laurel, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2002, about 24 years ago. Steven is also registered as a broker representative.
Current advisory firm
- Gladstone Wealth PartnersSince December 2020Mount Laurel, NJ · $5.7B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Steven’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
- 3 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.