AL
Adam S. Login
GATEWAY WEALTH PARTNERS
Glastonbury, CT 06033
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CRD#: 4818785
AL
Professional summary
Adam Scott Login, CFP®, who also goes by Adam Login, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Glastonbury, Connecticut and LPL FINANCIAL LLC located in Glastonbury, Connecticut.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Adam has worked at 8 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam Login
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- 02/05/2025- Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 01/24/2025 - 180 hrs mth / 40 hrs during trading 2- 02/24/2025 - Gateway Wealth Partners, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/24/2025 - 160 hours per month/ 40 hours during trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/18/2025 - Other - Baseball Umpire - Middlesex County - Not Inv Rel - Start date: 09/15/2025 - 20 hrs/mnth 0 hrs during Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Scott Login'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
February 10, 2025 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 455 Winding Brook Rd., Glastonbury, CT 06033RIA
CRD#: 322789
Glastonbury, CT
Current
February 5, 2025 - Present
LPL FINANCIAL LLC
Office #1: 455 Winding Brook Drive, Glastonbury, CT 06033RIA
BD
CRD#: 6413
Glastonbury, CT
Past
April 1, 2020 - January 27, 2025
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
BD
CRD#: 21570
SHELTON, CT
Past
January 3, 2013 - April 1, 2020
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
August 10, 2012 - January 3, 2013
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Past
May 20, 2011 - August 2, 2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
HARTFORD, CT
Past
October 3, 2007 - October 13, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
VERNON, CT
Past
April 2, 2007 - October 5, 2007
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WINDSOR, CT
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/17/2025)
RR
California(10/16/2025)
RR
Connecticut(2/5/2025)
IAR
Connecticut(2/10/2025)
RR
Florida(6/10/2025)
RR
Massachusetts(8/7/2025)
RR
Nevada(9/17/2025)
RR
New Jersey(8/7/2025)
RR
New York(8/7/2025)
RR
Ohio(10/24/2025)
RR
Pennsylvania(8/7/2025)
RR
South Carolina(8/7/2025)
RR
Washington(3/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/9/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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 (31 States and Territories)
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.
