Louis
Goldman

Creativeone Securities, LLC

CRD#862637
Investment Advisor
in River Edge, NJ

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About this Advisor

Louis Goldman is a financial advisor based in River Edge, New Jersey, working with Creativeone Securities, LLC. Louis has previously held positions at Questar Capital Corporation, American Portfolios Financial Services, Kovack Securities, Inc, Kovack Advisors, Inc, and Creativeone Securities, LLC. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Louis is part of Creativeone Securities, LLC, which operates out of River Edge, New Jersey. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

111 Kinderkamack Rd Suite 303
River Edge, NJ 07661

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

NJ Average: $2,243,162,756
Total Number of Employees

186

NJ Average: 44
Total Number of Accounts

22,082

NJ Average: 4,091
Average Account Size

$77,839

NJ Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Louis Goldman Work History

2024 - Present (1 year)

Creativeone Securities, LLC

2023 - 2023 (< 1 year)

Kovack Securities, Inc

2023 - 2023 (< 1 year)

Kovack Advisors, Inc

2019 - 2023 (4 years)

American Portfolios Financial Services

2006 - 2019 (13 years)

Questar Capital Corporation

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Disclosures

Please visit the SEC profile of Louis Goldman 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 Creativeone Securities, LLC

Chad Lewis
Camdenton, MO
Julia Ravensberg
Leawood, KS
Dennis Mattern
Leawood, KS
Jared Anderson
Topeka, KS
Jamie Wilbers
Leawood, KS
Michael Mannone
Leawood, KS
Adam Carpenter
West Des Moines, IA
Brian Pacen
Owings Mills, MD

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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