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 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
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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