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 privately owned corporation that has been SEC-registered since 1994. The firm is listed as owned by an individual and is classified in the source data as "Unclassified." Public filings do not include descriptions of advisory activities, business lines, fee structure, or client segments. The firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multistate or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.
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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