Unclaimed Profile

Robert Paul Slomin

GLADSTONE INSTITUTIONAL ADVISORY LLC·PALM BEACH GARDENS, Florida

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record23 years registeredGLADSTONE INSTITUTIONAL ADVISORY LLC

2000 PGA BLVD., PALM BEACH GARDENS, FL 33408CRD# 3043306Firm CRD# 250787

Profile Verification

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

Identity

Robert Paul Slomin · PALM BEACH GARDENS, FL

Registration

CRD #3043306 · GLADSTONE INSTITUTIONAL ADVISORY LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLADSTONE INSTITUTIONAL ADVISORY LLC

GLADSTONE WEALTH PARTNERS

Apr 2018 – Mar 2026

RED BANK, NJ

PRIVATE PORTFOLIO PARTNERS, LLC

Jul 2017 – Mar 2022

PARAMUS, NJ

SUMMIT FINANCIAL RESOURCES INC

Oct 2015 – Jun 2017

PARSIPPANY, NJ

SUMMIT EQUITIES INC

Sep 2015 – Jun 2017

PARSIPPANY, NJ

JANNEY MONTGOMERY SCOTT LLC

Jun 2004 – Jul 2015

PHILADELPHIA, PA

MELLON SECURITIES LLC

Oct 2002 – Jun 2004

RIDGEFIELD PARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · October 11, 2002

Years registered · 23

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

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Paul Slomin offer?

Robert Paul Slomin specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Paul Slomin's credentials?

Robert Paul Slomin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Paul Slomin located?

Robert Paul Slomin is based in PALM BEACH GARDENS, Florida, last registered with GLADSTONE INSTITUTIONAL ADVISORY LLC.

How does Robert Paul Slomin charge for services?

Robert Paul Slomin'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →