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 privately owned corporation that has been SEC-registered since 1994. The firm is listed as owned by an individual and is classified in the source data as "Unclassified." Public filings do not include descriptions of advisory activities, business lines, fee structure, or client segments. The firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multistate or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.

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

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth