Gary Bruce Gordon
Investment Adviser Representative at Thepartners Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gary Bruce Gordon is an investment adviser representative with Thepartners Wealth Management in Jericho, NY, where they have been registered since 2026. They have worked in the securities industry since 1998 and have been registered with 3 firms, including American Portfolios Advisors, Inc and AXA Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American Portfolios Finanical Services, Inc.Nov 2010 – Sep 2024Holbrook, NY
- Hilton Capital ManagementSep 2024 – Jun 2025Garden City, NY
- ThePARTNERS Wealth ManagementJun 2025 – Oct 2025Carmel By The Sea, CA
- ThePARTNERS Wealth ManagementOct 2025 – Mar 2026Carmel By The Sea, CA
- ThePARTNERS Wealth ManagementMar 2026 – no end date reportedCarmel By The Sea, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Thepartners Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Carmel By The Sea, CA
- SEC file number:
- 801-122637
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Thepartners Wealth Management
Showing 12 of 36 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gary Bruce Gordon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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