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SG

Starr Goldsmith

MOUNTAINSIDE SECURITIES LLC
Summit, NJ 07901
Some features on this profile are disabled
CRD#: 1098536
SG

Professional summary


Starr Goldsmith is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary) - BD


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 27, 2025 - Present

MOUNTAINSIDE SECURITIES LLC

Office #1: 450 Springfield Avenue Suite 201, Summit, NJ 07901
BD
CRD#: 297949
Summit, NJ
Past

June 11, 2014 - September 16, 2024

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
FAIRFIELD, CT
Past

June 14, 2007 - June 10, 2014

GMS GROUP

BD
CRD#: 8000
GREENWICH, CT
Past

March 10, 2003 - May 30, 2007

W. H. MELL ASSOCIATES, INC.

BD
CRD#: 23635
STAMFORD, CT
Past

November 14, 2000 - February 14, 2003

JACKSON SECURITIES LLC

BD
CRD#: 19897
ATLANTA, GA
Past

February 1, 1990 - October 5, 2000

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

February 2, 1988 - December 19, 1988

GLICKENHAUS & CO.

BD
CRD#: 2016
NEW YORK, NY
Past

June 25, 1987 - January 28, 1988

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

December 12, 1985 - July 9, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

April 24, 1985 - July 9, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

March 1, 1983 - July 13, 1984

GLICKENHAUS & CO.

BD
CRD#: 2016

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(3/27/2025)
RR
New Jersey
(3/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/7/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/27/2025
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MOUNTAINSIDE SECURITIES LLC
MOUNTAINSIDE SECURITIES LLC

CRD#: 297949 / SEC#: , 8-70157

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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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
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

Red Flags


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.

Company Information


MOUNTAINSIDE SECURITIES LLC

CRD#: 297949Summit, NJ 07901

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