Michael G. Tcheyan

INVESTMENT STRATEGY ADVISORS

Naples, FL

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CRD#: 2356944

Professional summary

Michael Gary Tcheyan, CFP®, who also goes by Michael Tcheyan, Mike Tcheyan, is a registered financial advisor currently at INVESTMENT STRATEGY ADVISORS INC. located in Naples, Florida and GATEWAY WEALTH PARTNERS, LLC located in Naples, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 11 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Tcheyan | Mike Tcheyan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

06/2012 CM Tcheyan LLC, non investment related, Naples, FL, Partner, file taxes for this firm, 2 hour a year spent on business, no time spent during securities trading hours, holding company for real estate. Boom Contemporary; non-investment related; founder; start 1/1/2022; duties include selecting artists members; hire staff, manage finances and PR, encourage artists members to promote their work; 4 hrs/month outside of securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gary Tcheyan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 14, 2005 - Present

INVESTMENT STRATEGY ADVISORS INC.

RIA

CRD#: 135091

Naples, FL

Current

October 15, 2025 - Present

GATEWAY WEALTH PARTNERS, LLC

RIA

CRD#: 322789

Naples, FL

Past

February 10, 2012 - April 22, 2013

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

CRD#: 38654

SO. EASTON, MA

Past

November 8, 2005 - May 28, 2010

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SUMMIT, NJ

Past

January 16, 2002 - September 12, 2005

R. SEELAUS & CO., LLC

CRD#: 14974

CHATHAM, NJ

Past

December 5, 2001 - February 1, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

November 6, 2000 - November 6, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 3, 2000 - November 6, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 12, 1999 - July 19, 1999

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

February 23, 1998 - December 15, 1998

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

December 5, 1994 - February 12, 1996

ING BARING (U.S.) SECURITIES, INC.

CRD#: 5285

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GATEWAY WEALTH PARTNERS, LLC

CRD#: 322789 / SEC#: 801-126635

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(7/22/2025)

IAR

Florida
(1/30/2013)

IAR

New Jersey
(9/14/2005)

IAR

New York
(7/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/4/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/19/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/2/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/2/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 1/9/1996

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/16/1995

General Securities Principal Examination

Current Firm

GATEWAY WEALTH PARTNERS, LLC

CRD#: 322789 / SEC#: 801-126635

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

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Contact information

Main Address

100 W. Lawrence Street Suite 304, Appleton, WI 54911

Mailing Address

Phone number

(920) 731-9293

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GATEWAY WEALTH PARTNERS, LLC WRAP PROGRAM BROCHURE (10/3/2025)

GATEWAY DISCLOSURE BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts	5,702
AUM (Assets Under Management)	$ 1,249,772,416

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael G. Tcheyan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gary Tcheyan's CRS (Customer Relationship Summary).

Certified licenses

Experience

GATEWAY WEALTH PARTNERS, LLC

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

PURSHE KAPLAN STERLING INVESTMENTS

R. SEELAUS & CO., LLC

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

LEGG MASON WOOD WALKER, INCORPORATED

QUEST CAPITAL STRATEGIES, INC.

ING BARING (U.S.) SECURITIES, INC.

Primary Firm SEC Registration

GATEWAY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2000

Series 63

Date: 12/19/1994

Series 31

Date: 8/2/2000

Series 7

Date: 12/2/1994

Series 27

Date: 1/9/1996

Series 24

Date: 2/16/1995

Current Firm

GATEWAY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GATEWAY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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