Subhrajit Goon
AIMCDONNAUGH & CO. | Investment Advisor, McDonnaugh Securities
Berkeley heights, NJ
CRD#: 5214817
Professional summary
Subhrajit Goon is a registered financial advisor currently at AIMCDONNAUGH & CO. INC. located in Berkeley Heights, New Jersey and MCDONNAUGH SECURITIES LLC located in Baldwin, New York.
Subhrajit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Subhrajit has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Retirement Planning,
Estate Planning,
Business Planning,
Banking Services (Savings, Che...
Individual Insurance (Life, He...
Legal Services (Will, Estate, ...
Financial Coaching,
Discretionary trading in optio...
Futures,
ETFs,
Stocks,
Cryptos,
Annuities (fixed and variable)...
529 college plans,
UGMA/UTMA,
401K,
IRA,
ROTH IRA,
Medicare supplements insurance
Do you have an area of expertise or specialization?
Alternative Investments,
Cryptocurrency & NFT's,
College Planning,
Blended Families,
Debt Management and Consolidat...
Endowments and Charities,
FIRE (Financial Independence R...
High Net Worth Planning,
Investment Management,
Retirement Planning,
Risk Management and Insurance ...
Small Business Planning,
Trust and Estate Planning,
Estate Planning,
Customized Portfolios
How do you get paid?
Commission,
Fee-Only,
% of AUM,
Fixed Fee
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.
the name of the other business - Contractor for Matlen-Silver whether the business is investment-related - No, its IT related Project Management the address of the other business - Matlen-Silver, 72 East Main Street Somerville, NJ 08876 the nature of the other business - IT Consulting for Matlen Silver for end client Bank of America your position - IT Project Manager title, or relationship with the other business - W2 Contractor the start date of your relationship - 11/24/2020 the approximate number of hours/month you devote to the other business - 40hrs/month and briefly describe your duties relating to the other business - IT Project Manager facilitating the IT related deliverables including the various release and related governance work for Consolidated Audit Trail (CAT) LTID project and for Initial Equity Margin project. MCDONNAUGH SECURITIES, LLC; INVESTMENT-RELATED; 2425 GRAND AVE, BALDWIN, NY 11510; SECURITIES BROKER-DEALER; REGISTERED REPRESENTATIVE; START 02/2022; 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS; TRADE SECURITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Subhrajit Goon'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®
NoneExperience
Current
April 14, 2022 - Present
AIMCDONNAUGH & CO. INC.
RIA
CRD#: 124512
Berkeley heights, NJ
Current
July 7, 2022 - Present
MCDONNAUGH SECURITIES LLC
Office #1: 2425 Grand Ave., Baldwin, NY 11510BD
CRD#: 290233
Baldwin, NY
Past
July 5, 2021 - May 25, 2022
HOLLY STREET SECURITIES
BD
CRD#: 19806
WILDWOOD, MO
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.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
IAR
Florida(4/28/2025)
RR
New Jersey(4/25/2025)
IAR
New Jersey(5/7/2025)
IAR
New York(4/14/2022)
RR
New York(3/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/3/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
A&
AIMCDONNAUGH & CO. INC.
AIMCDONNAUGH & CO. INC.
CRD#: 124512 / SEC#:
Florida
Registered Investment Advisory firm - (4/24/2025 Approved)New York
Registered Investment Advisory firm - (3/16/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2425 Grand Ave, Baldwin, NY 11510
Mailing Address
2425 Grand Ave, Baldwin, NY 11510
Phone number
(516) 442-1071
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 5,900,000 |
Red Flags
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Company Information
AIMCDONNAUGH & CO. INC.
Investment Advisor, McDonnaugh SecuritiesCRD#: 124512Berkeley Heights, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
