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 organized as a corporation and has been registered with the SEC since 1994. The firm is privately owned by an individual and is classified as unclassified in the source record. FINTRX indicates the adviser does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. The firm did not supply details about its advisory offerings, client segments, fee schedule, or business activities in the provided data.
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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