Donn M. Goodman

MARKET GAUGE ASSET MANAGEMENT

Warrensville Heights, OH 44128

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CRD#: 1579411

Professional summary

Donn Michael Goodman, who also goes by Donn M Goodman, Donn Goodman, is a registered financial advisor currently at MARKET GAUGE ASSET MANAGEMENT located in Warrensville Heights, Ohio.

Donn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Donn has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donn M Goodman | Donn Goodman

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.

Consultant to a financial publishing entity, MarketGuarge.com.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donn Michael Goodman's 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

June 27, 2022 - Present

MARKET GAUGE ASSET MANAGEMENT

Office #1: 4473 Renaissance Parkway, Warrensville Heights, OH 44128

RIA

CRD#: 194517

Warrensville Heights, OH

Past

April 10, 2008 - January 25, 2022

ATALANTA SOSNOFF MANAGEMENT, LLC

RIA

CRD#: 11085

NEW YORK, NY

Past

June 28, 2006 - January 25, 2022

ATALANTA SOSNOFF CAPITAL, LLC

RIA

CRD#: 104880

NEW YORK, NY

Past

July 21, 1998 - August 24, 2006

ATALANTA SOSNOFF MANAGEMENT, LLC

CRD#: 11085

NEW YORK, NY

Past

August 11, 1992 - January 14, 1998

WRP INVESTMENTS, INC.

CRD#: 7365

YOUNGSTOWN, OH

Past

July 23, 1990 - June 18, 1992

LUMENT SECURITIES, LLC

CRD#: 14840

COLUMBUS, OH

Past

May 16, 1989 - May 23, 1989

FENNER FINANCIAL, INC.

CRD#: 15135

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/18/2024)

IAR

Ohio
(6/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/20/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/20/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/18/1989

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/9/1986

National Commodity Futures Examination

Current Firm

MARKET GAUGE ASSET MANAGEMENT

MARKET GAUGE ASSET MANAGEMENT | MGAM | MG ASSET MANAGEMENT | MARKET GAUGE ASSET MANAGEMENT, LLC

CRD#: 194517 / SEC#:

California

Registered Investment Advisory firm - (11/18/2024 Approved)

Minnesota

Registered Investment Advisory firm - (6/23/2023 Approved)

New Mexico

Registered Investment Advisory firm - (8/21/2015 Approved)

Ohio

Registered Investment Advisory firm - (6/27/2022 Approved)

Texas

Registered Investment Advisory firm - (7/9/2025 Approved)

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Contact information

Main Address

404 Kiva Court Suite G, Santa Fe, NM 87505

Mailing Address

Phone number

(505) 603-1277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 20,270,232

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.

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Advisor Monitoring

Firm Stability Insights

Donn M. Goodman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donn Michael Goodman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATALANTA SOSNOFF MANAGEMENT, LLC

ATALANTA SOSNOFF CAPITAL, LLC

ATALANTA SOSNOFF MANAGEMENT, LLC

WRP INVESTMENTS, INC.

LUMENT SECURITIES, LLC

FENNER FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/1998

Series 65

Date: 5/20/1994

Series 7

Date: 2/18/1989

Series 3

Date: 10/9/1986

Current Firm

MARKET GAUGE ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARKET GAUGE ASSET MANAGEMENT

TRUST BUT VERIFY

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