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 structured as a limited liability company and has been SEC-registered since 2006. Publicly available profile fields show the firm is owned by a domestic entity and an individual and is classified as "Unclassified" in the source dataset. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The source record contains minimal detail about the firm's advisory activities, business lines, or client segments; those items were left blank in the dataset and therefore are not described here.

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

    Chief Financial OfficerCRD 2589242

Contacts

1 of 1
  • 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