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Eric Goodman

Vanderbilt Advisory Services

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About Eric Goodman

Eric Goodman is a financial advisor with Vanderbilt Advisory Services. Eric Goodman has been in the financial services industry since 2013. Eric Goodman holds FINRA Series 6, 7TO, and 63 licenses. Eric Goodman is registered to offer investment advisory services in Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, and Wisconsin. Eric Goodman has a Certified Financial Planner (CFP) designation.

Firm Information

Eric Goodman is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Eric Goodman’s Registration & Firm History

NY

04/25/2024 - Present

Vanderbilt Advisory Services (Deer Park NY)

NY

04/12/2013 - 04/25/2024

EQUITY SERVICES, INC. (HAUPPAUGE NY)

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Licenses & Designations

BC

Issued 07/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Goodman.
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