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 a privately owned corporation that registered with the SEC in 1994. The firm is designated as unclassified in the dataset and is owned by an individual rather than an institutional owner. Publicly available fields for its business activities, advisory services, and fee structure are blank in the source, so there is no description of its client focus or service offering. Regulatory flags in the record indicate the firm is not a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not identified as a pension consultant, and is not listed as a related adviser. Those attributes, taken together with the lack of descriptive business information, point to a limited public profile in the dataset.
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 2SUSAN NECULAE
FinOpCRD 1171376
ILIE NECULAE
Owner, Registered PrincipalCRD 1164384
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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