Glenn
Blachman

Gateway Advisory, LLC

CRD#2524096
Investment Advisor
in Westfield, NJ

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About this Advisor

Glenn Blachman is a financial advisor based in Westfield, New Jersey, working with Gateway Advisory, LLC. Glenn has previously held positions at Gateway Advisory, LLC and Bcg Securities, Inc. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Glenn is part of Gateway Advisory, LLC, which operates out of Westfield, New Jersey. The firm has 1 office and 8 employees. The firm manages assets totaling $743.7 million and serves high-net-worth clients. 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 Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

900 South Avenue West
Westfield, NJ 07090

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Gateway Advisory, LLC Brokerage Details

Total Assets Under Management

$743,748,220

NJ Average: $10,121,009,343
Total Number of Employees

8

NJ Average: 92
Total Number of Accounts

2,286

NJ Average: 6,978
Average Account Size

$325,349

NJ Average: $1,450,417

Investment Advisory Services

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

Glenn Blachman Work History

2011 - Present (13 years)

Bcg Securties, Inc

2010 - Present (14 years)

Gateway Advisory, LLC

Disclosures

Please visit the SEC profile of Glenn Blachman 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 Advisory, LLC

Jay Flamme
Westfield, NJ
Brian Power
Westfield, NJ
Glenn Blachman
Westfield, NJ
Jay Horowitz
New York, NY

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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