Gateway Private Wealth Management

Gateway Private Wealth Management (CRD# 160087) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $34,037,168 in 150 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $226,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • 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.

FL, PA, WV

Financial Advisors at Gateway Private Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Richard I. Lerach
CRD#: 4555209
Four Gateway Center, 444 Liberty Avenue, Suite 750, Pittsburgh, PA 15222
96
Wealthminder
score

Richard Lerach (CRD# 4555209) is an Investment Advisor Representative working at Gateway Private Wealth Management in Pittsburgh, PA and has over 15 years of experience in the finance industry. Richard Lerach 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
Kevin P. Siebert
CRD#: 4946233
Four Gateway Center, 444 Liberty Avenue, Suite 750, Pittsburgh, PA 15222
93
Wealthminder
score

Kevin Siebert (CRD# 4946233) is an Investment Advisor Representative working at Gateway Private Wealth Management in Pittsburgh, PA and has over 9 years of experience in the finance industry.

3
Nicole Cosnotti
CRD#: 4147773
Four Gateway Center, 444 Liberty Avenue, Suite 750, Pittsburgh, PA 15222
90
Wealthminder
score

Nicole Cosnotti (CRD# 4147773) is an Investment Advisor Representative working at Gateway Private Wealth Management in Pittsburgh, PA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.