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Jay Charles Goodgal

CASTALIA ADVISORS LLC·RYE BROOK, New York
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800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1376CRD# 1396919Firm CRD# 138195
01

About

Jay Charles Goodgal is a registered financial advisor based in RYE BROOK, New York, affiliated with CASTALIA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CASTALIA ADVISORS LLC
CASTALIA ADVISORS LLC
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CASTALIA ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1396919
Firm CRD# 138195
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Charles Goodgal offer?
Jay Charles Goodgal specializes in Retirement Planning, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.
What are Jay Charles Goodgal's credentials?
Jay Charles Goodgal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Charles Goodgal located?
Jay Charles Goodgal is based in RYE BROOK, New York, working with CASTALIA ADVISORS LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Jay Charles Goodgal charge for services?
Jay Charles Goodgal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTALIA ADVISORS LLC?
CASTALIA ADVISORS LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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