Jay
Horowitz
Gateway Advisory, LLC
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About this Advisor
Jay Horowitz is a personal financial specialist who works in New York, New York with 10 years of relevant experience. Horowitz works at Gateway Advisory, LLC. During their career, Horowitz has held roles at Gateway Advisory, LLC and Jay R. Horowitz Cpa Pc. Horowitz has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Florida and New Jersey. Gateway Advisory, LLC is an advisory firm operating out of Westfield, NJ. The firm has a total of eight people on staff. It oversees $638 million in assets under management between its 2,235 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 2,235 client accounts, 35% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a broad range 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 typically vary depending on which services the firm provides the client. Fee types billed by Gateway Advisory, LLC can consist of some combination 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
Jay Horowitz Work History
Jay has been registered as a financial advisor for 10 years.*
Gateway Advisory, LLC
Jay R. Horowitz Cpa Pc
*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 Jay Horowitz 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
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