Financial Advisor
Current
Mar 2019 - Present
AeroLeads people directory · profile
David Ferrell Email & Phone Number
Financial Advisor
at
Gladstone Wealth Group
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Company size
Who is David Ferrell? Overview
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Quick answer
David Ferrell is listed as Financial Advisor at Gladstone Wealth Group, a with 26 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Ferrell.
David Ferrell previously worked as Financial Advisor, Vice President at Strategic Capital Group: A Financial Advisory Practice Of Ameriprise Financial Services, Inc. and Vice President Financial Advisor at Morgan Stanley. David Ferrell holds Bachelor Of Arts (Ba), Business, Management, Marketing, And Related Support Services from Moravian College.
Company email context
Email format at Gladstone Wealth Group
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Gladstone Wealth Group
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Profile bio
About David Ferrell
28 years experience in financial services industy with background in portfolio management services, financial planning and special needs planning
Listed skills include Investments.
Current workplace
David Ferrell's current company
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Gladstone Wealth Group
4 roles
David Ferrell work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Vice President
Strategic Capital Group: A Financial Advisory Practice Of Ameriprise Financial Services, Inc.
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Jan 2015 - 2019
Vice President Financial Advisor
Jan 2012 - Jan 2015
Vice President Financial Advisor
Smith Barney
Feb 2000 - Jan 2012
Team & coworkers
Colleagues at Gladstone Wealth Group
Other employees you can reach at gladstonewealth.com. View company contacts for 26 employees →
NY
Natalie Yaksick
Colleague at Gladstone Wealth GroupGreater Pittsburgh Region, United States
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KW
Kenneth Weeks
Colleague at Gladstone Wealth GroupSeverna Park, Maryland, United States
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MS
Mike Schneider
Colleague at Gladstone Wealth GroupMetuchen, New Jersey, United States
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JH
James Herlein
Colleague at Gladstone Wealth GroupOlathe, Kansas, United States
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JD
Jason De Tata
Colleague at Gladstone Wealth GroupJersey City, New Jersey, United States
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JC
Jill Cline
Colleague at Gladstone Wealth GroupMiami-Fort Lauderdale Area, United States
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SW
Sue W. Barry
Colleague at Gladstone Wealth GroupUnited States
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OP
Owen Pardo
Colleague at Gladstone Wealth GroupNew York City Metropolitan Area, United States
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PM
Phil Marchetti
Colleague at Gladstone Wealth GroupChester, New Jersey, United States
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CB
Christine Buck Nolan, Mba
Colleague at Gladstone Wealth GroupBlue Bell, Pennsylvania, United States
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Natalie Yaksick
Colleague at Gladstone Wealth GroupGreater Pittsburgh Region, United States
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KW
Kenneth Weeks
Colleague at Gladstone Wealth GroupSeverna Park, Maryland, United States
View →
MS
Mike Schneider
Colleague at Gladstone Wealth GroupMetuchen, New Jersey, United States
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JH
James Herlein
Colleague at Gladstone Wealth GroupOlathe, Kansas, United States
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JD
Jason De Tata
Colleague at Gladstone Wealth GroupJersey City, New Jersey, United States
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JC
Jill Cline
Colleague at Gladstone Wealth GroupMiami-Fort Lauderdale Area, United States
View →
SW
Sue W. Barry
Colleague at Gladstone Wealth GroupUnited States
View →
OP
Owen Pardo
Colleague at Gladstone Wealth GroupNew York City Metropolitan Area, United States
View →
PM
Phil Marchetti
Colleague at Gladstone Wealth GroupChester, New Jersey, United States
View →
CB
Christine Buck Nolan, Mba
Colleague at Gladstone Wealth GroupBlue Bell, Pennsylvania, United States
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1 education record
David Ferrell education
-
Moravian College
FAQ
Frequently asked questions about David Ferrell
Quick answers generated from the profile data available on this page.
What company does David Ferrell work for?
David Ferrell works for Gladstone Wealth Group.
What is David Ferrell's role at Gladstone Wealth Group?
David Ferrell is listed as Financial Advisor at Gladstone Wealth Group.
Where is David Ferrell based?
David Ferrell is based in New York City Metropolitan Area, United States while working with Gladstone Wealth Group.
What companies has David Ferrell worked for?
David Ferrell has worked for Gladstone Wealth Group, Strategic Capital Group: A Financial Advisory Practice Of Ameriprise Financial Services, Inc., Morgan Stanley, and Smith Barney.
Who are David Ferrell's colleagues at Gladstone Wealth Group?
David Ferrell's colleagues at Gladstone Wealth Group include Natalie Yaksick, Kenneth Weeks, Mike Schneider, James Herlein, and Jason De Tata.
How can I contact David Ferrell?
You can use AeroLeads to view verified contact signals for David Ferrell at Gladstone Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did David Ferrell attend?
David Ferrell holds Bachelor Of Arts (Ba), Business, Management, Marketing, And Related Support Services from Moravian College.
What skills is David Ferrell known for?
David Ferrell is listed with skills including Investments.
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