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Jay Charles Goodgal

CASTALIA ADVISORS LLC·RYE BROOK, New York
Series 4, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65Clean record4 years registeredCASTALIA ADVISORS LLC
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1376CRD# 1396919Firm CRD# 138195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Charles Goodgal · RYE BROOK, NY
Registration
CRD #1396919 · CASTALIA ADVISORS LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

J.C. GOODGAL, INC.
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 27
Series 53
Series 63
Series 65
Registration record
First registered · November 3, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CASTALIA ADVISORS LLC
CRD 138195 · SEC 801-65915
AUM
$8M
Regulatory assets under management
Employees
2
2 client accounts
Services offered by CASTALIA ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CASTALIA ADVISORS LLC →
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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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