Career
Dylan Barlow has been Vice President and Portfolio Manager of Gateway Investment Advisers since January 2026. Dylan Barlow is not listed as a control person, but directly owns under 5% of the firm. Dylan Barlow holds a BS from the University of North Carolina at Chapel Hill.
Gateway Investment Advisers, LLC is a Cincinnati, OH firm with $11.6B under management, 318 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Gateway’s 2025 Form ADV identifies Dylan Barlow as Vice President and Portfolio Manager; it records his prior Belmont Capital Group and Bank of America Merrill Lynch roles.
- – present · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 146681
- Belmont Capital Group– · 4 yearsLos Angeles, CA · Adviser representative · Firm CRD 154078
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 3 September 2025 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 57 | Securities Trader Exam | 1 November 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2017 |
| Series 7 | General Securities Representative Examination | 26 June 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Securities Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Dylan Kirk Barlow
- CRD
- 6651998
- Office
- 1875 Century Park E, Suite 1780, Los Angeles, CA 90067
- Firm bio
- gia.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Dylan Barlow work?
Dylan Barlow has been Vice President and Portfolio Manager of Gateway Investment Advisers, LLC since January 2026.
Is Dylan Barlow a financial advisor?
Yes. Dylan Barlow has a current investment-adviser registration in Ohio, through Gateway Investment Advisers since September 2025.
How many years of experience does Dylan Barlow have?
Dylan Barlow has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Dylan Barlow passed?
Dylan Barlow has passed 4 licensing exams: the Series 7, Series 63, Series 57 and Series 65. The earliest, the Series 7, was passed in June 2017. FINRA credited Dylan Barlow with the SIE, which began in October 2018.
Where is Dylan Barlow based?
Dylan Barlow’s registered office is in Los Angeles, CA.
Leadership at Gateway Investment Advisers
- Michael BuckiusChief Executive Officer, Chief Investment Officer, Board Member, and Portfolio Manager
- Daniel AshcraftSenior Vice President, Board Member, and Portfolio Manager
- Daniel BeckwithSenior Vice President and Portfolio Manager
- Theresa BridgeVice President and Chief Financial Officer
- Michael KnapkeVice President, Director of Marketing
- Julie SchmuellingPresident, Chief Operating Officer, and Board Member
- Stephen SolakaSenior Vice President and Portfolio Manager
- Kenneth ToftSenior Vice President and Portfolio Manager
- Mitchell TrottaVice President and Portfolio Manager
- Tricia TomichGeneral Counsel, Chief Compliance Officer, and Secretary
- David GiuntaBoard Member
- Maxwell HopkinsChief Risk Officer, Assistant General Counsel, and Compliance Officer
- James OrfanosBoard Member
- Eric WardBoard Member