Joseph Weiss
Joseph Weiss is a CFA-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Glastonbury, CT, with 2 years of industry experience. Joseph 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 Drive, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
Financial
January 2022Other Business Activities
Joseph works as a 1099 contractor for Instacart, doing grocery shopping and deliveries, dedicating minimal time to this. He also works as VP of Mortgage Lending for Guaranteed Rate, spending nearly full-time hours on this investment-related activity.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
UBS Securities LLCBroker
State Registrations1 state
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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