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 a corporate advisory entity that registered with the SEC in 1994. The firm is owned by an individual and is classified in the source data as "Unclassified." The dataset flags the firm as not serving as a capital allocator and not active on ESG initiatives. It is also indicated as not operating as a multi-state adviser, not newly formed, and not positioned as a pension consultant or related adviser. The publicly submitted information for Gateway Financial Agency Corporation is sparse: the firm has not reported client segmentation, fee schedules, advisory activities, or documented investment preferences in the source material. Because those key disclosures are absent, there is insufficient data to characterize the firm's investment process, asset mix, public holdings, or use of alternatives.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Ilie Neculae

    Owner, Registered PrincipalCRD 1164384

  • Susan Neculae

    FinOpCRD 1171376

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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