Gateway Financial Agency Corporation
Firm details
- Headquarters
- Arcadia, Florida
- CRD number
- 35864
- Registered since
- April 15, 1994
- Website
- www.gatewayfinancial.biz
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ilie Neculae
Owner, Registered PrincipalCRD 1164384
Susan Neculae
FinOpCRD 1171376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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