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Peter Elliott Goodman

SFI ADVISORS, LLC·MONTCLAIR, New Jersey
Clean recordSFI 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Elliott Goodman is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with SFI ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SFI ADVISORS, LLC
SFI ADVISORS, LLC
AUM
$239M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SFI ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1826165
Firm CRD# 287929
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at SFI ADVISORS, LLC

John Henry Sampers
MONTCLAIR, NJ
Christopher Robert Sampers
MONTCLAIR, NJ

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