Gateway Advisory, LLC

Gateway Advisory, LLC (CRD# 152347) is a financial advisory firm headquartered in Westfield, NJ. They manage $411,147,054 in 1,647 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    1,647
    ACCOUNTS
  • Average Account Value
    $249,634
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Gateway Advisory, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Glenn A. Blachman
CRD#: 2524096
900 South Avenue West, Westfield, NJ 07090
96
Wealthminder
score

Glenn Blachman (CRD# 2524096) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 23 years of experience in the finance industry. Glenn Blachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jerry P. Boisseau
CRD#: 1025636
81 East Water Street, Suite 2a, Toms River, NJ 08753
96
Wealthminder
score

Jerry Boisseau (CRD# 1025636) is an Investment Advisor Representative working at Gateway Advisory, LLC in Toms River, NJ and has over 35 years of experience in the finance industry. Jerry Boisseau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph R. Caravello
CRD#: 2350028
Belle Mead, NJ
96
Wealthminder
score

Joseph Caravello (CRD# 2350028) is an Investment Advisor Representative working at Gateway Advisory, LLC in Belle Mead, NJ and has over 24 years of experience in the finance industry. Joseph Caravello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian J. Power
CRD#: 2353914
900 South Avenue West, Westfield, NJ 07090
96
Wealthminder
score

Brian Power (CRD# 2353914) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 24 years of experience in the finance industry. Brian Power has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Peter Singagliese
CRD#: 2682792
900 South Avenue West, Westfield, NJ 07090
96
Wealthminder
score

Peter Singagliese (CRD# 2682792) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 21 years of experience in the finance industry. Peter Singagliese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jay H. Flamme
CRD#: 1632440
900 South Avenue West, Westfield, NJ 07090
93
Wealthminder
score

Jay Flamme (CRD# 1632440) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 29 years of experience in the finance industry.

7
Jay R. Horowitz
CRD#: 4487285
370 Lexington Avenue, Suite 1800, New York, NY 10017
93
Wealthminder
score

Jay Horowitz (CRD# 4487285) is an Investment Advisor Representative working at Gateway Advisory, LLC in New York, NY and has over 18 years of experience in the finance industry.

8
Paul A. De Rosa
CRD#: 1046339
900 South Avenue West, Westfield, NJ 07090
86
Wealthminder
score

Paul De Rosa (CRD# 1046339) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 35 years of experience in the finance industry. Paul De Rosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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