Kristopher Bonocore has been President of Gladstone Institutional Advisory since January 2021, is a control person of the firm and directly owns under 5% of it.
Gladstone Institutional Advisory LLC is a Palm Beach Gardens, FL firm with $5.68B under management, 8,385 clients and 104 advisers across 52 offices, as of its September 2026 filing.
Kristopher Bonocore is Managing Partner and President of Gladstone Wealth Partners. He has nearly 20 years in financial services at publicly traded and private companies, with experience in advisory, leadership, training, sales, marketing, strategy and client service.
Kristopher Bonocore’s longest registration is the current one, 7 years at Gladstone Institutional Advisory since 2019. Before joining Gladstone Institutional Advisory in 2019, Kristopher Bonocore was registered through Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC.
- Financial Engines Advisors L.L.C.– · under a yearOverland Park, KS · Adviser representative · Firm CRD 104510
- Financial Engines Advisor Center, LLC– · under a yearOverland Park, KS · Adviser representative · Firm CRD 109238
- The Mutual Fund Store– · 3 yearsHarrisburg, PA · Adviser representative · Firm CRD 144963
- The Mutual Fund Research Center, Research Center– · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 140760
- The Mutual Fund Store– · 5 yearsEast Norriton, PA · Adviser representative · Firm CRD 140557
- Merrill Lynch Pierce Fenner & Smith Inc.– · 3 yearsPennington, NJ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Kristopher Bonocore is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2019; the most recent is New Jersey, in January 2026.
- FloridaSince 29 March 2019
- New JerseySince 7 January 2026
- TexasResidentSince 20 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2019 |
| Series 7TO | General Securities Representative Examination | 2 February 2019 |
| SIE | Securities Industry Essentials Examination | 4 January 2019 |
| Series 66 | Uniform Combined State Law Examination | 17 July 2002 |
| Series 7 | General Securities Representative Examination | 1 July 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4361102
- Firm
- Gladstone Institutional Advisory · CRD 250787
- Role
- President
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- gladstonewealth.com
Where does Kristopher Bonocore work?
Kristopher Bonocore has been President of Gladstone Institutional Advisory LLC since January 2021, and is a control person of the firm.
Is Kristopher Bonocore a financial advisor?
Yes. Kristopher Bonocore has a current investment-adviser registration in Florida, New Jersey and Texas, through Gladstone Institutional Advisory since March 2019.
How many years of experience does Kristopher Bonocore have?
Kristopher Bonocore has 22 years in the financial industry, since June 2004, across 7 adviser firms.
What exams has Kristopher Bonocore passed?
Kristopher Bonocore has passed 5 licensing exams: the Series 7, Series 66, SIE, Series 7TO and Series 63. The earliest, the Series 7, was passed in July 2002.
Where did Kristopher Bonocore work before Gladstone Institutional Advisory?
Before Gladstone Institutional Advisory, Kristopher Bonocore was registered through Financial Engines Advisors L.L.C., November 2016 to July 2017; Financial Engines Advisor Center, LLC, August 2016 to November 2016; The Mutual Fund Store, May 2013 to October 2016; The Mutual Fund Research Center, Research Center, July 2012 to August 2016; The Mutual Fund Store, May 2006 to March 2012; Merrill Lynch Pierce Fenner & Smith Inc., July 2002 to May 2006.
Is Kristopher Bonocore registered with FINRA?
Yes. Kristopher Bonocore has a current broker registration, under CRD 4361102.
Source: FINRA BrokerCheck
How can I verify Kristopher Bonocore’s record?
Search CRD 4361102 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kristopher Bonocore’s full registration record.
