Nicholas
Petronchak

Gateway Wealth Partners, LLC

CRD#6321015
Investment Advisor
in Glastonbury, CT

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About this Advisor

Nicholas Petronchak is a financial advisor based in Glastonbury, Connecticut, working with Gateway Wealth Partners, LLC. Nicholas has previously held positions at First Investors Corporation, Waddell & Reed, Inc, Hartford Flavor Company, LLC, Lpl Financial LLC, and Gateway Wealth Partners, LLC. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Nicholas is part of Gateway Wealth Partners, LLC, which operates out of Glastonbury, Connecticut. The firm has 24 offices and 80 employees. The firm manages assets totaling $891.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gateway Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Winding Brook Drive
Glastonbury, CT 06033

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Gateway Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$891,580,271

CT Average: $2,826,565,184
Total Number of Employees

80

CT Average: 43
Total Number of Accounts

3,968

CT Average: 1,898
Average Account Size

$224,693

CT Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nicholas Petronchak Work History

2023 - Present (2 years)

Gateway Wealth Partners, LLC

2018 - Present (7 years)

Lpl Financial LLC

2016 - 2017 (1 year)

Hartford Flavor Company, LLC

2014 - 2014 (< 1 year)

First Investors Corporation

2014 - 2018 (4 years)

Waddell & Reed, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Petronchak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gateway Wealth Partners, LLC

Nicholas Petronchak
Glastonbury, CT
Ryan Knapp
Appleton, WI
Jill Batley
Appleton, WI
Charles Fetters
Appleton, WI
Mark Hand
Old Saybrook, CT
Scott Beesley
Appleton, WI
Salvatore Motta
Appleton, WI
Mcfaddin Moise
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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