Jay
Horowitz
Gateway Advisory, LLC
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About this Advisor
Jay Horowitz is a financial advisor based in New York, New York, working with Gateway Advisory, LLC. Jay has previously held positions at Jay R. Horowitz Cpa Pc and Gateway Advisory, LLC. Jay has passed the Series 66 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Jay is part of Gateway Advisory, LLC, which operates out of New York, New York. 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
Services Offered
Fee Structure
Office Location
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Gateway Advisory, LLC Brokerage Details
$743,748,220
8
2,286
$325,349
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jay Horowitz Work History
Gateway Advisory, LLC
Jay R. Horowitz Cpa Pc
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
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.
