AdvisorOS Directory
Claim Profile
Unclaimed Profile
BG

Brian David Goldman

LANX MANAGEMENT, LLC·WHITE PLAINS, New York
Series 7, Series 63, Series 65Clean record1 years registeredLANX MANAGEMENT, LLC
75 SOUTH BROADWAY, WHITE PLAINS, NY 10601CRD# 2193220Firm CRD# 138305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian David Goldman · WHITE PLAINS, NY
Registration
CRD #2193220 · LANX MANAGEMENT, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

GENTRUST
Feb 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 28, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANX MANAGEMENT, LLC
CRD 138305 · SEC 801-71650
AUM
$212M
Regulatory assets under management
Employees
3
15 client accounts
Services offered by LANX MANAGEMENT, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LANX MANAGEMENT, LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WHITE PLAINS?

Browse all registered financial advisors in WHITE PLAINS, New York or claim this profile if it's yours.

Browse WHITE PLAINS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian David Goldman offer?
Brian David Goldman specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Brian David Goldman's credentials?
Brian David Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian David Goldman located?
Brian David Goldman is based in WHITE PLAINS, New York, working with LANX MANAGEMENT, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Brian David Goldman charge for services?
Brian David Goldman's firm is compensated through percentage of aum, performance-based fees, other: variable negotiated fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANX MANAGEMENT, LLC?
LANX MANAGEMENT, LLC has approximately 3 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LANX MANAGEMENT, LLC

Robert Charles Parauda
NEW YORK, NY

More Advisors in WHITE PLAINS, New York

Lawrence Mark Motola
ANDROMEDA CAPITAL MANAGEMENT LLC·WHITE PLAINS, NY
Andrew Roger Fox
FOX FINANCIAL SERVICES, INC.·WHITE PLAINS, NY
Varun Nmn Gosain
CONSTELLATION CAPITAL MANAGEMENT LLC·WHITE PLAINS, NY
Michael James Davis
DERIVATY CO·WHITE PLAINS, NY
Jordan Fraser Posner
MATRIX ASSET ADVISORS INC·WHITE PLAINS, NY
Livia Ramirez Smith
TORTOISE INVESTMENT MANAGEMENT, LLC·WHITE PLAINS, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)BROOKLYN (41)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile