Gateway Financial

Gateway Financial (CRD# 306078) is a financial advisory firm headquartered in Northfield, OH. They manage $23,650,141 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9821 Olde Eight Road Ste M, Northfield, OH 44067
https://www.mygatewaymoney.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $347,796
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Gateway Financial
Showing 1 - 1 of 1 top financial advisors.
1
Todd Pouliot, financial advisor Northfield OH
Todd J. Pouliot
CRD#: 4854139
Northfield, OH

Todd Pouliot (CRD# 4854139) is an Investment Advisor Representative working at Gateway Financial in Northfield, OH and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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