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Paul A De Rosa

GATEWAY ADVISORY, LLC·WESTFIELD, New Jersey
Unclaimed Profile
900 SOUTH AVENUE WEST, WESTFIELD, NJ 07090CRD# 1046339Firm CRD# 152347
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GATEWAY ADVISORY, LLC
GATEWAY ADVISORY, LLC
AUM
$744M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1046339
Firm CRD# 152347
No disclosures on file
View on FINRA BrokerCheck →

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05

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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