Robert Mammana

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About Robert Mammana

Rob joined Gladstone with a passion for helping individuals and families work toward achieving financial confidence, and brings years of experience in wealth planning and investment management.

Rob earned his bachelors in Finance from Rider University and began his career in the industry at Merrill Lynch. From there he joined Fidelity Investments, working with hundreds of clients to develop retirement strategies and personalized investment plans. During the summer of 2023, Rob met the requirements to obtain the CERTIFIED FINANCIAL PLANNER® designation, further deepening his expertise in comprehensive financial planning.

Rob's approach is rooted in collaboration, transparency, and long-term strategy. He believes that a strong financial plan is built on more than just numbers- it should incorporate each client's unique goals, values, and aspirations. Whether it's preparing for retirement, navigating market conditions, or planning for future generations, Rob is committed to providing clear guidance and tailored strategies to help clients make well informed decisions.

Rob lives in Bordentown with his fiancée, Gina, and their corgi, Ernie. In his free time Rob enjoys fitness and wellness, cooking, adding to his sports card collection, and spending quality time with family.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.

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General Information

CRD#

6953089

Firm CRD#

250787

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Accident, Life, Health, Annuity, Long Term Care, Variable Life, Variable Annuity

Firm Information

Total Assets Under Management by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Education

Bachelor of Science in Business Administration (B.S.B.A) - Finance

Rider University
09/01/2016 -05/01/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals of Gladstone Institutional Advisory, LLC. PaladinRegistry.com is not a current client of Gladstone Institutional Advisory, LLC or advisory services. Financial professionals of Gladstone Institutional Advisory, LLC pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

GLADSTONE FORM ADV PART 2A

Additional Detailed Disclosures

https://static.wiseradvisor.com/wiseradvisor/v2/Wiseradvisor-Gladstone-Promoter-Disclosure-v2_2026.pdf

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Paladin Research Report For:

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