Eric
Goodman

Vanderbilt Advisory Services

CRD#6174199
Investment Advisor
in West Babylon, NY

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About this Advisor

Eric Goodman is a financial advisor based in West Babylon, New York, working with Vanderbilt Advisory Services. Eric has previously held positions at National Life, Equity Services, Inc, and Vanderbilt Financial Group. Eric has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Eric is part of Vanderbilt Advisory Services, which operates out of West Babylon, New York. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Linton Court,
West Babylon, NY 11704

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

NY Average: $7,464,549,021
Total Number of Employees

107

NY Average: 88
Total Number of Accounts

5,069

NY Average: 3,892
Average Account Size

$217,704

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Eric Goodman Work History

2024 - Present (0 year)

Vanderbilt Financial Group

2013 - Present (11 years)

National Life

2013 - Present (11 years)

Equitiy Services, Inc

Disclosures

Please visit the SEC profile of Eric Goodman 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 Vanderbilt Advisory Services

Hillary Brevig
Woodbury, NY
Ruth Arriaza
Woodbury, NY
Thomas Kelly
Woodbury, NY
Kerim Tulun
Warwick, NY
Yonatan Schreiber
Brookline, MA
Gregory Mistovich
Hudson, MA
Daniel Nelson
Woodbury, NY
Philip Scholler
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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