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 an SEC-registered investment adviser organized as a limited liability company and registered in 2006. FINTRX characterizes ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The dataset does not include detail on the adviser’s client segments, fee schedule, or specific advisory activities. FINTRX flags the firm as not being a capital allocator and not active on ESG matters; it is also not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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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