Edward J. Goydas

GOYDAS CAPITAL INVESTMENT MANAGEMENT

Genesee, PA

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CRD#: 4808254

Professional summary

Edward John Goydas is a registered financial advisor currently at GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC located in Genesee, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Edward has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Member; GC REIT LLC; Investment Related: No; Location: 744 Grover Hollow Road, Genesee, PA 16923; Description of the business: Real Estate holding company, no real estate held.; Responsibilities Duties: Sole Member; Start date with business: 2017-01-23; Edward John Goydas is a managing member of 222 OCR GC LLC, a private pooled investment fund established to acquire, own, improve, maintain, lease, and operate certain real property. 222 OCR GC LLC does not provide advice or management services related to securities. Should a conflict of interest arise, GCIML and Mr. Goydas will disclose such conflict(s). No time is devoted to this activity during trading hours. 20 hours a month is devoted to this activity outside of trading hours. He received no annual compensation for this activity. Location of the business: 222 Old Country Road, Garden City, NY 11530. He started in 2021-06-15 doing this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward John Goydas'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

March 18, 2021 - Present

GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 305028

Genesee, PA

Past

March 16, 2007 - April 2, 2008

J.P. MORGAN CLEARING CORP.

CRD#: 28432

BROOKLYN, NY

Past

March 16, 2007 - April 2, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

BROOKLYN, NY

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

New Jersey
(4/23/2021)

IAR

New York
(6/14/2021)

IAR

Pennsylvania
(3/18/2021)

IAR

Virginia
(3/18/2021)

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: 3/18/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/2007

General Securities Representative Examination

Current Firm

GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC

CRD#: 305028 / SEC#:

New Jersey

Registered Investment Advisory firm - (12/12/2019 Approved)

New York

Registered Investment Advisory firm - (6/14/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/11/2019 Approved)

Texas

Registered Investment Advisory firm - (12/7/2021 Terminated)

Virginia

Registered Investment Advisory firm - (2/19/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Genesee, PA

Mailing Address

Phone number

(917) 288-1578

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 18,842,529

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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Edward J. Goydas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward John Goydas's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC

J.P. MORGAN CLEARING CORP.

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2021

Series 7

Date: 3/15/2007

Current Firm

GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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