AdvisorOS Directory
Claim Profile
Unclaimed Profile
MG

Michael Ray Goldshot

MONETARY SOLUTIONS, LTD.·DAYTON, Ohio
Clean recordMONETARY SOLUTIONS, LTD.
3066 KETTERING BLVD., DAYTON, OH 45439CRD# 4549989Firm CRD# 121217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Ray Goldshot · DAYTON, OH
Registration
CRD #4549989 · MONETARY SOLUTIONS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Ray Goldshot is a registered financial advisor based in DAYTON, Ohio, affiliated with MONETARY SOLUTIONS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Speak with Michael

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

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

03

Firm Overview

Firm
MONETARY SOLUTIONS, LTD.
MONETARY SOLUTIONS, LTD.
AUM
$128M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MONETARY SOLUTIONS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4549989
Firm CRD# 121217
View on FINRA BrokerCheck →

Looking for a financial advisor in DAYTON?

Browse all registered financial advisors in DAYTON, Ohio or claim this profile if it's yours.

Browse DAYTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Ray Goldshot offer?
Michael Ray Goldshot specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.
What are Michael Ray Goldshot's credentials?
Michael Ray Goldshot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Ray Goldshot located?
Michael Ray Goldshot is based in DAYTON, Ohio, working with MONETARY SOLUTIONS, LTD.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Michael Ray Goldshot charge for services?
Michael Ray Goldshot's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONETARY SOLUTIONS, LTD.?
MONETARY SOLUTIONS, LTD. has approximately 2 employees and manages $128M 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 MONETARY SOLUTIONS, LTD.

Brian James Walker
DAYTON, OH
Toby L Huelsman
DAYTON, OH
Anthony A Colussi
DAYTON, OH
James Christopher Hobbs
DAYTON, OH
Michael Scott Lamb
DAYTON, OH

More Advisors in DAYTON, Ohio

Aaron Hillman
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC·DAYTON, OH
Melinda L. Eubel
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC·DAYTON, OH
Sara Ann Merrick
SIGNATURE INVESTMENTS, INC.·DAYTON, OH
Matthew Gordon Meister
TMFS-DAYTON, LLC·DAYTON, OH
Gregory Lunar Merrick
SIGNATURE INVESTMENTS, INC.·DAYTON, OH
Edwin Lee Katz
OAKSTREET WEALTH MANAGEMENT, INC.·DAYTON, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)INDEPENDENCE (48)WESTLAKE (37)PEPPER PIKE (37)NEW ALBANY (33)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile