Maxwell Nathaniel Gates
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
3 statesRegistered in
$640MFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mwa Financial Services, Inc.Jun 2026 to now
- Modern Woodmen of AmericaJun 2026 to now
- Intermed, P.A.May 2023 to now
- HannafordJun 2020 to Apr 2023
- Flagship CinemasMay 2019 to May 2020
- Wells High SchoolAug 2018 to May 2019
- Funtown Splashtown USA, Inc.Jun 2017 to Aug 2018
- UnemployedJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 8303385
- Firm CRD
- 112630