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 a corporation that has been SEC-registered since 1994 and is owned by an individual. The firm's public registry classifies it as "Unclassified." Available records indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The source material does not include a description of the firm's advisory activities, target client segments, or fee structure, so there is no publicly reported investment mandate or service offering to summarize from the available 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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