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Bruce Anesi

Gateway Wealth Partners, LLC
22 Years of Experience
North Haven, CT
Broker
View SEC Summary
View SEC Summary

Bruce Anesi is a registered investment advisor at Gateway Wealth Partners, LLC, based in North Haven, CT, with 22 years of industry experience. Bruce 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.

Gateway Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

110 Washington Avenue, 4th Floor, North Haven, CT, 06473

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bruce works as a Registered Investment Advisor at LPL Financial LLC, dedicating full-time hours to providing brokerage services. He also operates under the DBAs Open Road Wealth Services, LLC and Gateway Financial Partners, both related to his LPL business.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
October 2024 - Present · 2 yrs
LPL Financial LLCBroker
October 2011 - Present · 15 yrs
Previous Registrations
Private Advisor Group, LLC
October 2011 - October 2024 · 13 yrs
Securities America, INC.Broker
September 2010 - October 2011 · 1 yr 1 mo
Securities America Advisors, INC.
September 2010 - October 2011 · 1 yr 1 mo
Metlife Securities INC.
February 2005 - September 2010 · 5 yrs 7 mos
Metlife Securities INC.Broker
August 2004 - September 2010 · 6 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
August 2004 - July 2007 · 2 yrs 11 mos
State Registrations10 states
CACTFLMANCNYRITNVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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