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Steven Jeffrey Goulart

METLIFE INVESTMENT MANAGEMENT, LLC·WHIPPANY, New Jersey
Unclaimed Profile
ONE METLIFE WAY, WHIPPANY, NJ 07981CRD# 2595312Firm CRD# 142463
01

About

Steven Jeffrey Goulart is a registered financial advisor based in WHIPPANY, New Jersey, affiliated with METLIFE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
METLIFE INVESTMENT MANAGEMENT, LLC
METLIFE INVESTMENT MANAGEMENT, LLC
AUM
$499.5B
Regulatory assets under management
Employees
925
Total firm employees
View all advisors at METLIFE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COST PLUS; FEE BASED ON BOOK VALUE
Regulatory
SEC/IARD CRD# 2595312
Firm CRD# 142463
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Jeffrey Goulart offer?
Steven Jeffrey Goulart specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WHIPPANY, New Jersey for a consultation.
What are Steven Jeffrey Goulart's credentials?
Steven Jeffrey Goulart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jeffrey Goulart located?
Steven Jeffrey Goulart is based in WHIPPANY, New Jersey, working with METLIFE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WHIPPANY metropolitan area and surrounding communities.
How does Steven Jeffrey Goulart charge for services?
Steven Jeffrey Goulart's firm is compensated through percentage of aum, performance-based fees, other: cost plus; fee based on book value. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is METLIFE INVESTMENT MANAGEMENT, LLC?
METLIFE INVESTMENT MANAGEMENT, LLC has approximately 925 employees and manages $499.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHIPPANY
Jude Thaddeus Driscoll — METLIFE INVESTMENT MANAGEMENT, LLCBradley D Rhoads — METLIFE INVESTMENT ADVISORS, LLCJoseph Patrick Pollaro — METLIFE INVESTMENT MANAGEMENT, LLCRobert Rabun Merck — METLIFE INVESTMENT MANAGEMENT, LLCMichael John Yick — METLIFE INVESTMENT MANAGEMENT, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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