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 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
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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