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JG

John D. Goldsmith

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CRD#: 4657435
JG

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.

John Donovan Goldsmith JR, who also goes by John Donovan Goldsmith, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2003. John had worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Donovan Goldsmith

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

October 17, 2013 - April 11, 2019

HIMCO, LLC

RIA
CRD#: 157865
MORRISTOWN, NJ
Past

October 17, 2013 - April 11, 2019

HIMCO HGF I, LLC

RIA
CRD#: 157866
MORRISTOWN, NJ
Past

October 17, 2013 - April 11, 2019

FIMCO, LLC

RIA
CRD#: 159292
MORRISTOWN, NJ
Past

May 12, 2003 - July 19, 2007

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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".
HL
HIMCO, LLC
HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC | HIMCO, LLC

CRD#: 157865 / SEC#: 801-72858

RIA
Registered Investment Advisory firm - (11/28/2011 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.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/16/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2005
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


HL
HIMCO, LLC
HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC | HIMCO, LLC

CRD#: 157865 / SEC#: 801-72858

RIA
Registered Investment Advisory firm - (11/28/2011 Approved)
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Contact information


Main Address
21 South Street, Morristown, NJ 07960
Mailing Address
Phone number
(973) 292-9595
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

HIMCO_FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts29
AUM (Assets Under Management)$ 828,423,801

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


HIMCO, LLC

CRD#: 157865

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