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Dylan Kirk Barlow

Investment adviser representative at Gateway Investment Advisers, LLC
15 yearsExperience
2 statesRegistered in
$11.6BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Gateway Investment Advisers, LLCSep 2025 to now
  2. Belmont Capital GroupJun 2019 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2011 to Mar 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (CA, OH).

Gateway Investment Advisers, LLC

$11.6BAssets managed
318Clients
10Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6651998
Firm CRD
146681
Advisor's SEC record (opens in a new tab)
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