Adam Login is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Glastonbury, CT, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
455 Winding Brook Rd., Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is affiliated with Gateway Financial Partners LLC as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm, also dedicating full-time hours.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Annuities Distributors, INCBroker
Pruco Securities, LLC.Broker
Hartford Equity Sales Company INC.Broker
Prudential Investment Management Services LLCBroker
Uvest Financial Services Group, INC.Broker
Nylife Securities LLCBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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