Gateway Financial Agency Corporation

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Arcadia, Florida
CRD number
35864
Registered since
April 15, 1994

Firm profile

FINTRX

Overview

Gateway Financial Agency Corporation is recorded in FINTRX as a corporate SEC-registered adviser first registered in 1994. Ownership is listed as an individual rather than a parent firm or institutional owner, and the firm is classified in the dataset as "Unclassified." Available fields indicate the firm is not identified as a capital allocator, not active on ESG investing, not a multi-state adviser, not newly formed, and not designated as a pension consultant or related adviser. Disclosure in the source is sparse: fields for client base, fee structure, business activities, and advisory activities are not populated. That limits visibility into the firm's target clients, fee model, and primary advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Ilie Neculae

    Owner, Registered PrincipalCRD 1164384

  • Susan Neculae

    FinOpCRD 1171376

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arcadia, FL

De Soto

Location

Arcadia, FL

Headquartered in Arcadia, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
De Soto
Address
1576 Nw Pine Creek Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth