S. Goldman Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 139529
- Registered since
- August 1, 2006
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Gerald Jaeger
Chief Financial OfficerCRD 2589242
Contacts
1 of 1
Sheldon Goldman
Senior Managing DirectorCRD 4735522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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