Joseph William Gates
Investment adviser representative at Meyer Gates Financial Advisors, Inc
10 yearsExperience
2 statesRegistered in
$168.7MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Meyer Gates Financial Advisors, IncNov 2018 to now
- Ss&d FinancialMay 2018 to now
- Principal Financial GroupSep 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, TN).
Meyer Gates Financial Advisors, Inc
$168.7MAssets managed
177Clients
3Advisers
2 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
- 7030280
- Firm CRD
- 125046