Unclaimed Profile

Craig Adam Kessler

GLADSTONE INSTITUTIONAL ADVISORY LLC·PALM BEACH GARDENS, Florida

Series 7, Series 24, Series 63, Series 66Clean record25 years registeredGLADSTONE INSTITUTIONAL ADVISORY LLC

2000 PGA BLVD., PALM BEACH GARDENS, FL 33408CRD# 2253386Firm CRD# 250787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Adam Kessler · PALM BEACH GARDENS, FL

Registration

CRD #2253386 · GLADSTONE INSTITUTIONAL ADVISORY LLC · 25 years registered

Brand Profile

Not yet started

Career History

GLADSTONE WEALTH PARTNERS

Dec 2020 – present

KESSLER INVESTMENT GROUP, LLC

May 2010 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jul 2010

COLUMBUS, IN

RAYMOND JAMES FINANCIAL SERVICES

Nov 2007 – Jan 2009

COLUMBUS, IN

KIRR, MARBACH & COMPANY, LLC

Apr 2001 – Nov 2007

COLUMBUS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · April 17, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLADSTONE INSTITUTIONAL ADVISORY LLC

CRD 250787 · SEC 801-101532

AUM

$4.0B

Regulatory assets under management

Employees

104

15,270 client accounts

Services offered by GLADSTONE INSTITUTIONAL ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLADSTONE INSTITUTIONAL ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Craig Adam Kessler offer?

Craig Adam Kessler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Craig Adam Kessler's credentials?

Craig Adam Kessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Adam Kessler located?

Craig Adam Kessler is based in PALM BEACH GARDENS, Florida, working with GLADSTONE INSTITUTIONAL ADVISORY LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Craig Adam Kessler charge for services?

Craig Adam Kessler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLADSTONE INSTITUTIONAL ADVISORY LLC?

GLADSTONE INSTITUTIONAL ADVISORY LLC has approximately 104 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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