Unclaimed Profile

Peter Elliott Goodman

SFI ADVISORS, LLC·MONTCLAIR, New Jersey

SIE, Series 7, Series 63ChFCClean record24 years registeredSFI ADVISORS, LLC

79 MIDLAND AVE., MONTCLAIR, NJ 07042CRD# 1826165Firm CRD# 287929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Elliott Goodman · MONTCLAIR, NJ

Registration

CRD #1826165 · SFI ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SFI ADVISORS, LLC

May 2017 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – May 2017

MONTCLAIR, NJ

NFP ADVISOR SERVICES, LLC

Jun 2002 – Sep 2016

MONTCLAIR, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 20, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFI ADVISORS, LLC

CRD 287929 · SEC 801-110293

AUM

$239M

Regulatory assets under management

Employees

297 client accounts

Services offered by SFI ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFI ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Elliott Goodman offer?

Peter Elliott Goodman specializes in Financial Planning, Investment Management. Contact their office in MONTCLAIR, New Jersey for a consultation.

What are Peter Elliott Goodman's credentials?

Peter Elliott Goodman holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Elliott Goodman located?

Peter Elliott Goodman is based in MONTCLAIR, New Jersey, working with SFI ADVISORS, LLC. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.

How does Peter Elliott Goodman charge for services?

Peter Elliott Goodman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SFI ADVISORS, LLC?

SFI ADVISORS, LLC has approximately 10 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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