Unclaimed Profile

Brian James Power

GATEWAY ADVISORY, LLC·WESTFIELD, New Jersey

SIE, Series 7, Series 31, Series 63, Series 65Clean record30 years registeredGATEWAY ADVISORY, LLC

900 SOUTH AVENUE WEST, WESTFIELD, NJ 07090CRD# 2353914Firm CRD# 152347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Power · WESTFIELD, NJ

Registration

CRD #2353914 · GATEWAY ADVISORY, LLC · 30 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jan 2025 – present

BCG SECURITIES, INC.

Mar 2012 – Mar 2015

WESTFIELD, NJ

GATEWAY ADVISORY, LLC

Jan 2010 – Feb 2025

MOUNTAINSIDE, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 1996 – Jan 2010

NEWARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 6, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GATEWAY ADVISORY, LLC

CRD 152347 · SEC 801-70890

AUM

$744M

Regulatory assets under management

Employees

2,286 client accounts

Services offered by GATEWAY ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GATEWAY ADVISORY, LLC →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WESTFIELD?

Browse all registered financial advisors in WESTFIELD, New Jersey or claim this profile if it's yours.

Browse WESTFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian James Power offer?

Brian James Power specializes in Financial Planning, Investment Management. Contact their office in WESTFIELD, New Jersey for a consultation.

What are Brian James Power's credentials?

Brian James Power is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Power located?

Brian James Power is based in WESTFIELD, New Jersey, working with GATEWAY ADVISORY, LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.

How does Brian James Power charge for services?

Brian James Power's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GATEWAY ADVISORY, LLC?

GATEWAY ADVISORY, LLC has approximately 8 employees and manages $744M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →