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Edward John Goydas

Goydas Capital Investment Management, LLC

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About Edward John Goydas

Edward Goydas is an investment advisor representative at Goydas Capital Investment Management, LLC. Edward is registered with the state of Pennsylvania. Edward has over 15 years of experience in the financial services industry and holds the Series 7 and Series 65 licenses. Edward's areas of expertise include financial planning and portfolio management.

Firm Information

Edward Goydas is currently registered with Goydas Capital Investment Management, LLC. Goydas Capital Investment Management, LLC is an investment advisory firm based in [main office location]. The firm has 1 licensed agent and 2 investment adviser representatives. They manage approximately $14,731,193 in assets for 43 clients, primarily high-net-worth individuals. They provide financial planning, pension consulting, and portfolio management for individuals.

$14.73M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edward Goydas’s Registration & Firm History

PA

03/18/2021 - Present

Goydas Capital Investment Management, LLC (GENESEE PA)

NY

03/16/2007 - 04/02/2008

BEAR, STEARNS & CO. INC. (BROOKLYN NY)

NY

03/16/2007 - 04/02/2008

BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)

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Licenses & Designations

IA

Issued 03/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward John Goydas.
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