AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SG

Starr Goldsmith

MOUNTAINSIDE SECURITIES
Summit, NJ
·CRD# 1098536·43 years experience

Professional Summary

Starr Goldsmith is a registered financial advisor currently at MOUNTAINSIDE SECURITIES LLC located in Summit, New Jersey. Starr is registered as a RR (Registered Representative) and started their career in finance in 1983. Starr has worked at 9 firms and has passed the Series 63, Series 52TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
View profile
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

Years of Experience

43 years in the financial services industry

Current & Past Employments

MOUNTAINSIDE SECURITIES LLC·CRD# 297949
BD
450 Springfield Avenue Suite 201, Summit, NJ 07901
March 27, 2025 - Present
HERBERT J. SIMS & CO, INC.·CRD# 3420
BD
Fairfield, CT
June 11, 2014 - September 16, 2024
GMS GROUP·CRD# 8000
BD
Greenwich, CT
June 14, 2007 - June 10, 2014
W. H. MELL ASSOCIATES, INC.·CRD# 23635
BD
Stamford, CT
March 10, 2003 - May 30, 2007
JACKSON SECURITIES LLC·CRD# 19897
BD
Atlanta, GA
November 14, 2000 - February 14, 2003
GREENWICH PARTNERS, LLC·CRD# 14074
BD
Stamford, CT
February 1, 1990 - October 5, 2000
GLICKENHAUS & CO.·CRD# 2016
BD
New York, NY
February 2, 1988 - December 19, 1988
GREENWICH PARTNERS, LLC·CRD# 14074
BD
Stamford, CT
June 25, 1987 - January 28, 1988
LEHMAN BROTHERS INC.·CRD# 7506
BD
December 12, 1985 - July 9, 1986
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
April 24, 1985 - July 9, 1985
GLICKENHAUS & CO.·CRD# 2016
BD
March 1, 1983 - July 13, 1984

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

Current Firm

MS
MOUNTAINSIDE SECURITIES LLC

MOUNTAINSIDE SECURITIES LLC

CRD#: 297949 / SEC#: 8-70157
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

450 Springfield Avenue, Suite 201, Summit, NJ 07901

Mailing Address

450 Springfield Avenue, Suite 201, Summit, NJ 07901

Phone Number

(908) 277-2500

Established

Delaware since 06/07/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (29 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
POSNER, RYAN KEITHMANAGING MEMBER1731934
BEATON, DANIEL STEWARTFINANCIAL AND OPERATIONS PRINCIPAL4240769
BROWN, ELIZABETH PARKECHIEF OPERATING OFFICER1850514
CORNELL, MICHAEL HENDERSONCHIEF COMPLIANCE OFFICER2740653

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(3/27/2025)
RR
New Jersey
(3/27/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2001About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Mar 2025About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1983About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Starr Goldsmith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
SG
Follow Starr
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required