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 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

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

FINTRX

Recent filings

FINTRX

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