Newburyport, MA
Get directionsNo 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 →Daniel operates his LPL business through Gateway Financial Partners and Gateway Financial Partners LLC. He also provides investment advisory services through Gateway Wealth Partners LLC, dedicating nearly full-time hours to this activity. Daniel also engages in non-variable insurance activities through Gateway Financial Partners, spending minimal time on it.