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WG

William J. Goldsmith

GATEWAY WEALTH PARTNERS
Middleborough, MA
Some features on this profile are disabled
CRD#: 2650649
WG

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.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jay Goldsmith'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

CLU®

Chartered Life Underwriter

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 | 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

State Security Law Exam
RR
Series 63
Date: 9/20/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/12/1995
General Securities Representative Examination

Current Firm

GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | 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)
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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
66

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,702
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.

Company Information

GATEWAY WEALTH PARTNERS, LLC

CRD#: 322789Middleborough, MA

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