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Robert Peter Goodman

Strategic Wealth Management Group

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About Robert Peter Goodman

Robert Goodman is a registered investment advisor representative with Strategic Wealth Management Group. Robert has been in the industry for over 30 years. Robert has held previous positions with Smith Asset Management, Inc., Edward Jones, BP America Securities Inc., Drexel Burnham Lambert Incorporated, and Harris Government Securities Inc. Robert is licensed in New York. Robert specializes in portfolio management for individuals, pension consulting, and other advisory services. Robert's firm manages over $667 million in assets.

Firm Information

Robert Goodman is currently registered with Strategic Wealth Management Group. Strategic Wealth Management Group is an investment advisor located in NEW YORK, NY with approximately $667,747,857 in regulatory assets under management (RAUM) and $31,779,111 in charitable organization assets. They have 828 total accounts. The firm provides portfolio management for individuals and pension consulting. The firm also provides other advisory services such as selection of other advisers and consulting. The firm's main office is located at 1700 Broadway.
Strategic Wealth Management Group

1776 BROADWAY

NEW YORK, NY 10019

$667.75M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Robert Goodman’s Registration & Firm History

NY

04/29/2021 - Present

Strategic Wealth Management Group (NEW YORK NY)

NY

02/29/2012 - 12/31/2012

SMITH ASSET MANAGEMENT, INC. (NEW YORK NY)

NY

07/20/2009 - 02/28/2012

EDWARD JONES (BROOKLYN NY)

NA

07/02/1992 - 03/02/1995

BP AMERICA SECURITIES INC.

NA

11/22/1983 - 04/07/1990

DREXEL BURNHAM LAMBERT INCORPORATED

NA

09/01/1988 - 03/27/1990

HARRIS GOVERNMENT SECURITIES INC.

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Licenses & Designations

BOTH

Issued 07/31/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Peter Goodman.
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