Stephen
Gooditis
Iam Advisory LLC
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About this Advisor
Stephen Gooditis is a certified financial planner working out of Easton, Pennsylvania who has 3 years of relevant experience. Gooditis is an employee of Iam Advisory LLC. Their career trajectory has included roles at Titan Financial Services, LLC, Investment Advisors Asset Management, LLC, Royal Alliance Associates, Inc and Iam Advisory LLC. Gooditis holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Iam Advisory LLC is an advisory business that has its headquarters in Easton, PA. The company has offices in three locations and a total of 15 financial advisors. It handles $487 million in total assets between its 2,641 accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,641 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which service is offered. Fees billed by Iam Advisory LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iam Advisory LLC Brokerage Details
$487,343,172
15
2,641
$184,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stephen Gooditis Work History
Stephen has been registered as a financial advisor for 3 years.*
Iam Advisory LLC
Royal Alliance Associates, Inc
Investment Advisors Asset Management, LLC
Titan Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Gooditis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iam Advisory LLC
Easton, PA
Easton, PA
Scotch Plains, NJ
Easton, PA
Easton, PA
Easton, PA
Easton, PA
Easton, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
