Gateway Financial Agency Corporation

Broker-DealerFINRA Member
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 organized as a corporation and is owned by an individual. The firm is listed with an “Unclassified” adviser designation and the public data flags it as not acting as a capital allocator. Other firm-level attributes indicate it is not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not a newly formed adviser. The firm has not disclosed its client types, fee schedule, specific advisory activities, investment preferences, or external affiliations in the source data.

Assets & Accounts

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

FINTRX

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