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RW

Ryan Wolpert

GATEWAY CAPITAL MANAGEMENT
Parkland, FL
Some features on this profile are disabled
CRD#: 4710981
RW

Professional summary

Ryan Wolpert is a registered financial advisor currently at GATEWAY CAPITAL MANAGEMENT located in Parkland, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ryan has worked at 2 firms and has passed the Series 65, Series 55 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Wolpert'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®
None

Experience

Current

October 20, 2010 - Present

GATEWAY CAPITAL MANAGEMENT

RIA
CRD#: 154887
Parkland, FL
Past

October 9, 2003 - November 24, 2004

TRILLIUM BROKERAGE SERVICES, LLC

BD
CRD#: 120064
NEW YORK, NY

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
Florida
(10/20/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/5/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 55
Date: 11/5/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/8/2003
General Securities Representative Examination

Current Firm

GC
GATEWAY CAPITAL MANAGEMENT
GATEWAY CAPITAL MANAGEMENT | WL CAPITAL MANAGEMENT LLC | WL CAPITAL MANAGEMENT | GATEWAY CAPITAL MANAGEMENT, LLC

CRD#: 154887 / SEC#:

Florida
Registered Investment Advisory firm - (10/20/2010 Approved)
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Contact information

Main Address
Parkland, FL
Mailing Address
Phone number
(305) 814-8926
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts61
AUM (Assets Under Management)$ 23,085,036

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 CAPITAL MANAGEMENT

CRD#: 154887Parkland, FL

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