Gonzalo
Figueroa-Ortega
Gateway Advisory, LLC
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About this Advisor
Gonzalo Figueroa-Ortega is a certified financial planner working in Westfield, New Jersey with a total of 1 year of relevant experience. Figueroa-Ortega is on the advisory team at Gateway Advisory, LLC. Figueroa-Ortega has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Td Bank, Valley National Bank, Passaic County Technical Institute, William Paterson University and Gateway Advisory, LLC. Figueroa-Ortega maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Gateway Advisory, LLC is a registered investment firm headquartered in Westfield, NJ. The company has a total of eight financial advisors. It handles $638 million in total assets between its 2,235 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 2,235 client accounts, 35% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. Fees charged by Gateway Advisory, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gateway Advisory, LLC Brokerage Details
$637,856,626
8
2,235
$285,394
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gonzalo Figueroa-Ortega Work History
Gonzalo has been registered as a financial advisor for 1 years.*
Gateway Advisory, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Bank
William Paterson University
Valley National Bank
Passaic County Technical Institute
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gonzalo Figueroa-Ortega 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
Westfield, NJ
Westfield, NJ
Westfield, NJ
Westfield, NJ
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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