Ian T. Green

GATEWAY WEALTH PARTNERS

West Hartford, CT

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CRD#: 2532230

Professional summary

Ian Thomas Green is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in West Hartford, Connecticut.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ian has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CFA Hartford Society - Non-Investment Related - Charlottesville, VA - Board Member - 07/01/2020 - 4 hours/month - 0 hours/month during securities trading hours; Planning and overseeing CFA members activities and educational opportunities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Thomas Green'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®

None

Experience

Current

November 27, 2024 - Present

GATEWAY WEALTH PARTNERS, LLC

RIA

CRD#: 322789

West Hartford, CT

Past

January 24, 2019 - December 9, 2024

GREENLIGHT RETIREMENT PLAN CONSULTANTS LLC

RIA

CRD#: 299668

WEST HARTFORD, CT

Past

September 16, 2005 - February 6, 2017

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

September 2, 1994 - April 29, 1998

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

CRD#: 17580

BOSTON, MA

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
(11/27/2024)

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

Series 63

Date: 9/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/1/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/11/2010

Investment Company Products/Variable Contracts 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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Ian T. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Thomas Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENLIGHT RETIREMENT PLAN CONSULTANTS LLC

VOYA FINANCIAL PARTNERS, LLC

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

GATEWAY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/16/1994

SIE

Date: 2/6/2017

Series 7

Date: 9/15/2005

Series 6

Date: 9/1/1994

Series 26

Date: 10/11/2010

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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