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Arthur Bertram Goldsmith

THE STRATEGIC FINANCIAL ALLIANCE, INC.·ATLANTA, Georgia
SIE, Series 7, Series 24, Series 31, Series 63, Series 99TOClean recordTHE STRATEGIC FINANCIAL ALLIANCE, INC.
2200 CENTURY PARKWAY, ATLANTA, GA 30345CRD# 706059Firm CRD# 126514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Bertram Goldsmith · ATLANTA, GA
Registration
CRD #706059 · THE STRATEGIC FINANCIAL ALLIANCE, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THE STRATEGIC FINANCIAL ALLIANCE, INC.
CRD 126514 · SEC 801-62226
AUM
$334M
Regulatory assets under management
Employees
74
1,360 client accounts
Services offered by THE STRATEGIC FINANCIAL ALLIANCE, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at THE STRATEGIC FINANCIAL ALLIANCE, INC. →
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04

Frequently Asked Questions

What services does Arthur Bertram Goldsmith offer?
Arthur Bertram Goldsmith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Arthur Bertram Goldsmith's credentials?
Arthur Bertram Goldsmith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Bertram Goldsmith located?
Arthur Bertram Goldsmith is based in ATLANTA, Georgia, working with THE STRATEGIC FINANCIAL ALLIANCE, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Arthur Bertram Goldsmith charge for services?
Arthur Bertram Goldsmith's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE STRATEGIC FINANCIAL ALLIANCE, INC.?
THE STRATEGIC FINANCIAL ALLIANCE, INC. has approximately 74 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE STRATEGIC FINANCIAL ALLIANCE, INC.

Clive Slovin
ATLANTA, GA
Jean M Merriman
ATLANTA, GA
Edward Barnett Woll
ATLANTA, GA
Laree L Holloway
ATLANTA, GA
Shayna Janella Marshall
ATLANTA, GA

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Research
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