WG
William J. Goldsmith
GATEWAY WEALTH PARTNERS
Middleborough, MA
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CRD#: 2650649
WG
William Jay GoldsmithGATEWAY WEALTH PARTNERS
Professional summary
William Jay Goldsmith, CFP®, CLU®, who also goes by Bill Goldsmith, William J Goldsmith, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Middleborough, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Bill Goldsmith | William J Goldsmith
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.
1.) LIFETIME FINANCIAL STRATEGIES, LLC. OWNER; INVESTMENT RELATED; 21 MEADOWLARK DR. MIDDLEBOROUGH, MA 02346. START DATE 1995;APPROX HRS 120; SEC/HRS 120; INSURANCE SALES AND SERVICE. 2.) EROCK TAX POSITION: Vice President of Insurance Services NATURE: Erock Tax is a CPA practice setup as a sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/24/2014 ADDRESS: 61 Water Street, #2, Newburyport MA 01950, United States DESCRIPTION: I will handle the life, disability and long term care insurance needs for the clients of the Erock Tax. 3) FOCUSED VISION POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2019 ADDRESS: 21 Meadowlark Drive, MIDDLEBORO MA 02346, United States DESCRIPTION: I will be posting Youtube and Facebook videos along with messages on Twitter, Instagram and LinkedIn discussing personal development. Another goal will be to conduct interviews with thought leaders in the areas of health and wellness, fitness, nutrition, entrepreneurship, medicine and technology, spirituality and meditation. 4) F.I. PATNODE INSURANCE POSITION: Life and Health Insurance Specialist NATURE: Property and Casualty Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/13/2021 ADDRESS: 396 Washington Street, Boston MA 02135, United States DESCRIPTION: I will act as the life and health insurance specialist for the agency. It will provide me with the opportunity to meet many of the agency's existing customers. 5) WILLIAM J. GOLDSMITH POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 21 Meadowlark Drive, Middleborough MA 02346, United States DESCRIPTION: Business Consulting to include: Corporate Strategy Market Research Exit Planning Development of job descriptions Compensation review Process review Capital expenditure review 6) THE MEADOWS CONDOMINIUM TRUST POSITION: Trustee NATURE: It is the homeowner's association where I live with my family. I would like to take an active role in understanding how decisions are made for the benefit of all homeowners. The only way for me to do so is to become a member of the board of trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: Mercantile Property Management, PO Box 790, Buzzards Bay MA 02532, United States DESCRIPTION: As a trustee, I will help to make decisions regarding service providers, meet with homeowners to discuss their concerns and review financial data. I will not have access to or control over any monies or accounts held by the trust. That is the purview of the management company, Mercantile Property Management. 7) CONGREGATION AGUDATH ACHIM POSITION: Board Member NATURE: Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2023 ADDRESS: 36 Winthrop Street, Taunton MA 02780, United States DESCRIPTION: I will be a member of the board. As such, I will participate in the decision making and strategic planning for the temple. 8) THE QUESTION GAME POSITION: Owner NATURE: It will be a sole proprietorship for now. I am only in the research stage at this point. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2025 ADDRESS: 21 Meadowlark Drive, Middleborough MA 02346, United States DESCRIPTION: I originally had a game idea for my family and thought it may offer a benefit to other families. So, I am looking into turning it into a game application.
CRS (Client Relationship Summary) - RIA
Click below to view William Jay Goldsmith's 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®
Experience
Current
March 4, 2026 - Present
GATEWAY WEALTH PARTNERS, LLC
RIA
CRD#: 322789
Middleborough, MA
Past
September 1, 2023 - March 3, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
MIDDLEBOROUGH, MA
Past
September 1, 2023 - March 3, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
MIDDLEBOROUGH, MA
Past
July 24, 2013 - September 1, 2023
OSAIC SERVICES, INC.
RIA
CRD#: 133763
MIDDLEBOROUGH, MA
Past
July 18, 2013 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
MIDDLEBOROUGH, MA
Past
April 16, 2013 - August 12, 2013
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MIDDLEBORO, MA
Past
June 29, 2009 - August 12, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MIDDLEBORO, MA
Past
August 4, 2004 - June 29, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
MIDDLEBOROUGH, MA
Past
July 22, 2004 - June 29, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
MIDDLEBOROUGH, MA
Past
January 7, 2000 - March 31, 2004
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
December 1, 1995 - December 23, 1999
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
September 13, 1995 - September 25, 1995
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
SCOTTSDALE, AZ
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".
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT ALLIANCE | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
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
Massachusetts(3/4/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT ALLIANCE | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 Approved)Loading...
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
83
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,635 |
| AUM (Assets Under Management) | $ 2,278,835,584 |
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.
