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 organized as a limited liability company and is SEC-registered since 2006. The FINTRX snapshot classifies ownership as a combination of a domestic entity and an individual. The record lists the firm as "Unclassified" and indicates it does not operate as a capital allocator. FINTRX also flags the advisor as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The profile in FINTRX does not include specifics on client segments, fee schedules, core business activities or advisory offerings, so there is limited public detail about the firm’s target clients or service model.

Assets & Accounts

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth