Eric M. Godshalk

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CRD#: 223503

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Mahl Godshalk was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1967. Eric had worked at 7 firms and has passed the Series 65, Series 1 and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 5, 1991 - February 24, 2014

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

RIA

CRD#: 106410

RADNOR, PA

Past

August 21, 1987 - December 20, 2001

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

HORSHAM, PA

Past

March 25, 1987 - November 16, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 29, 1976 - March 26, 1987

CONSECO FINANCIAL SERVICES, INC.

CRD#: 629

Past

July 29, 1975 - December 10, 1976

CASTLE & CANNON, INC

CRD#: 6869

Past

July 28, 1975 - July 29, 1975

BLUEBELL SECURITIES INC

CRD#: 1000003

Past

October 10, 1974 - August 21, 1975

AMA INVESTMENT ADVISERS, INC.

CRD#: 678

Past

December 15, 1967 - November 10, 1974

CONSECO FINANCIAL SERVICES, INC.

CRD#: 629

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

ERIC M. GODSHALK & CO. | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | GODSHALK ERIC M & CO

CRD#: 106410 / SEC#: 801-39857

RIA

Registered Investment Advisory firm - (9/18/1991 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 6/11/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 1

Date: 12/11/1967

Registered Representative Examination

Principal/Supervisory Exam

Series 00

Date: 9/15/1975

General Securities Principal Examination

Current Firm

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

ERIC M. GODSHALK & CO. | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | GODSHALK ERIC M & CO

CRD#: 106410 / SEC#: 801-39857

RIA

Registered Investment Advisory firm - (9/18/1991 Approved)

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Contact information

Main Address

170 N. Radnor Chester Rd Suite 100, Radnor, PA 19087-5221

Mailing Address

Phone number

(610) 971-0202

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 275,517,080

Red Flags

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Advisor Monitoring

Firm Stability Insights

Eric M. Godshalk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

INTEGRATED RESOURCES EQUITY CORPORATION

CONSECO FINANCIAL SERVICES, INC.

CASTLE & CANNON, INC

BLUEBELL SECURITIES INC

AMA INVESTMENT ADVISERS, INC.

CONSECO FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/1996

Series 1

Date: 12/11/1967

Series 00

Date: 9/15/1975

Current Firm

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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