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 organized as a corporation and has been SEC-registered since 1994. The firm is privately held by an individual and is classified in FINTRX as "Unclassified." Available registry fields indicate the firm is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm did not provide descriptive information about its advisory activities, client types, fee model, or investment preferences in the source data.

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
  • Susan Neculae

    FinOpCRD 1171376

  • Ilie Neculae

    Owner, Registered PrincipalCRD 1164384

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth