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Ryan Wolpert

Gateway Capital Management

Parkland, FL

CRD 4710981

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Employer firm

Gateway Capital Management CRD 154887

$28.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gateway Capital Management

Parkland, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-30
  • FL RA
    APPROVED
    Since 2025-11-30

Branch Locations

Parkland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wolpert & Associates, P.A. Miami FL 12/2004 07/2021
Lopez Levi Lowenstein Glinsky P.A. Coral Gables FL 03/2018 07/2021
Gateway Capital Management Coral Gables FL 10/2010 Present
  • 12/2004 → 07/2021
    Wolpert & Associates, P.A.
    Miami, FL
  • 03/2018 → 07/2021
    Lopez Levi Lowenstein Glinsky P.A.
    Coral Gables, FL
  • 10/2010 → Present
    Gateway Capital Management
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-05
  • S65 Uniform Investment Adviser Law Examination
    2010-10-05

View on SEC IAPD

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