Elijah Goodman
STRATEGIC ADVISERS LLC | Financial Consultant
SARATOGA SPRINGS, NY
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CRD#: 5400459
Professional summary
Elijah Goodman, who also goes by Elijah P Goodman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saratoga Springs, New York and FIDELITY BROKERAGE SERVICES LLC located in Albany, New York.
Elijah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Elijah has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Biography
As your financial consultant, my mission is to form a partnership with you to understand your goals that are most important to you and your family. Together, we will build a financial plan that is customized to your unique needs, Identify strategies to improve that plan, and keep open lines of communication. I strive to form strong relationships with my clients and their families to maintain a deep level of trust and reliability.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elijah P 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elijah 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®
NoneEducation
SUNY College at Plattsburgh
Bachelor of Accountancy - Accounting
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 59 Wolf Rd, Albany, NY 12205-2606RIA
CRD#: 104555
SARATOGA SPRINGS, NY
Current
November 5, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 59 Wolf Rd, Albany, NY 12205-2606BD
CRD#: 7784
Albany, NY
Past
December 1, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALBANY, NY
Past
May 8, 2020 - October 18, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SARATOGA SPRINGS, NY
Past
December 2, 2019 - October 18, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SARATOGA SPRINGS, NY
Past
April 29, 2009 - March 1, 2019
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
ALBANY, NY
Past
March 10, 2008 - May 9, 2008
NYLIFE SECURITIES LLC
BD
CRD#: 5167
LATHAM, NY
Past
October 17, 2007 - December 19, 2007
EDWARD JONES
RIA
CRD#: 250
SARATOGA SPRINGS, NY
Past
September 27, 2007 - December 19, 2007
EDWARD JONES
BD
CRD#: 250
SARATOGA SPRINGS, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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
RR
California(4/22/2025)
RR
Florida(1/7/2022)
RR
Illinois(3/25/2023)
RR
Maine(4/22/2025)
RR
Maryland(2/28/2024)
RR
Massachusetts(11/5/2021)
RR
Michigan(4/22/2025)
RR
Nevada(2/28/2024)
RR
New Jersey(11/5/2021)
RR
New York(11/5/2021)
IAR
New York(3/31/2025)
RR
North Carolina(3/25/2023)
RR
Pennsylvania(3/2/2023)
RR
Rhode Island(3/2/2024)
RR
South Carolina(3/25/2023)
RR
Texas(8/9/2022)
IAR
Texas(3/31/2025)
RR
Vermont(11/5/2021)
RR
Virginia(10/5/2022)
RR
Washington(2/28/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Saratoga Springs, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
