Unclaimed Profile

Paul A De Rosa

GATEWAY ADVISORY, LLC·WESTFIELD, New Jersey

Clean recordGATEWAY ADVISORY, LLC

900 SOUTH AVENUE WEST, WESTFIELD, NJ 07090CRD# 1046339Firm CRD# 152347

Profile Verification

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

Identity

Paul A De Rosa · WESTFIELD, NJ

Registration

CRD #1046339 · GATEWAY ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul A De Rosa is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with GATEWAY ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GATEWAY ADVISORY, LLC

AUM

$744M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GATEWAY ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1046339

Firm CRD# 152347

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul A De Rosa offer?

Paul A De Rosa specializes in Financial Planning, Investment Management. Contact their office in WESTFIELD, New Jersey for a consultation.

What are Paul A De Rosa's credentials?

Paul A De Rosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul A De Rosa located?

Paul A De Rosa 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 Paul A De Rosa charge for services?

Paul A De Rosa'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.

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