S. Goldman Advisors, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
139529
Registered since
August 1, 2006

Firm profile

FINTRX

Overview

S. Goldman Advisors, LLC is registered as a limited liability company and has been SEC-registered since 2006. FINTRX classifies the firm as unclassified and indicates ownership by a domestic entity and an individual. The firm is not listed as a capital allocator and is not flagged as an active ESG investor. It is also recorded as not operating across multiple states, not newly formed, not a pension consultant, and not a related adviser. The firm did not provide descriptive details about its advisory or business activities, fee structure, client segments, or manager allocation preferences in the available data set. That limited disclosure makes it difficult to profile investment approach, target client types, or service offerings beyond the basic registration and status items noted above.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gerald Jaeger

    Gerald Jaeger

    Chief Financial OfficerCRD 2589242

Contacts

1 of 1
  • Sheldon Goldman

    Sheldon Goldman

    Senior Managing DirectorCRD 4735522

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
599 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth