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Joseph William Gates

MEYER GATES FINANCIAL ADVISORS, INC·WEST CHESTER, Ohio
Series 65Clean record7 years registeredMEYER GATES FINANCIAL ADVISORS, INC
9078 UNION CENTRE BLVD., WEST CHESTER, OH 45069CRD# 7030280Firm CRD# 125046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph William Gates · WEST CHESTER, OH
Registration
CRD #7030280 · MEYER GATES FINANCIAL ADVISORS, INC · 7 years registered
Brand Profile
Not yet started
01

Career History

MEYER GATES FINANCIAL ADVISORS, INC
Nov 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 28, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEYER GATES FINANCIAL ADVISORS, INC
CRD 125046 · SEC 801-130107
AUM
$142M
Regulatory assets under management
Employees
6
413 client accounts
Services offered by MEYER GATES FINANCIAL ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MEYER GATES FINANCIAL ADVISORS, INC →
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05

Frequently Asked Questions

What services does Joseph William Gates offer?
Joseph William Gates specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Ohio for a consultation.
What are Joseph William Gates's credentials?
Joseph William Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph William Gates located?
Joseph William Gates is based in WEST CHESTER, Ohio, working with MEYER GATES FINANCIAL ADVISORS, INC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Joseph William Gates charge for services?
Joseph William Gates's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEYER GATES FINANCIAL ADVISORS, INC?
MEYER GATES FINANCIAL ADVISORS, INC has approximately 6 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Douglas Michael Meyer
WEST CHESTER, OH

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