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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ilie Neculae
Owner, Registered PrincipalCRD 1164384
Susan Neculae
FinOpCRD 1171376
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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