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 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

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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
  • Susan Neculae

    FinOpCRD 1171376

  • Ilie Neculae

    Owner, Registered PrincipalCRD 1164384

Wealth teams

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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