Stanislav Godsky
LIBERTY WEALTH MANAGEMENT
Oakland, CA 94609
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CRD#: 6561579
Professional summary
Stanislav Godsky, CFP®, who also goes by Stanislav Pshegodsky, Stanislav Pshegodskyy, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Oakland, California and AE FINANCIAL SERVICES, LLC located in Oakland, California.
Stanislav is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Stanislav has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stanislav Pshegodsky | Stanislav Pshegodskyy
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.
Name of outside business or organization: Lifetime Marketing & Planning, Inc. (# 0F17020) Address: 411 30th Street, 2nd Floor, Oakland, CA Title: Licensed Insurance Agent Description of outside business or organization: Insurance sales and services Description of duties or responsibilities: Insurance producer/agent soliciting, offering, and selling life insurance and variable products, and services and receiving separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. Name of outside business or organization: AEFS - AE Financial Services, LLC Address: 2950 SW McClure Road, Topeka, KS Title: Registered Representative Description of outside business or organization: Broker-Dealer (Member FINRA/SIPC) Description of duties or responsibilities: Providing brokerage and securities sales and services. Start date: August 2020 Hours devoted to OBA monthly: 1 during trading hrs. / 1 during non-trading hrs. Clients are in no way required to utilize any Advisor Representative of LWM or purchase products through them with regard to such individual's activities outside of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Stanislav Godsky'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®
CFP®
Start date: 2020
Experience
Current
May 17, 2018 - Present
LIBERTY WEALTH MANAGEMENT, LLC
Office #1: 411 30th Street 2nd Floor, Oakland, CA 94609RIA
CRD#: 286001
Oakland, CA
Current
August 6, 2020 - Present
AE FINANCIAL SERVICES, LLC
Office #1: 411 30th St 2nd Floor, Oakland, CA 94609BD
CRD#: 298608
Oakland, CA
Past
August 18, 2016 - October 10, 2018
LIBERTY GROUP, LLC
RIA
CRD#: 106036
OAKLAND, CA
Past
December 21, 2015 - September 9, 2020
LIBERTY GROUP, LLC
BD
CRD#: 106036
OAKLAND, CA
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".
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS
CRD#: 286001 / SEC#: 801-112351
RIA
Registered Investment Advisory firm - (1/19/2018 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
Arizona(8/6/2020)
IAR
California(5/17/2018)
RR
California(8/6/2020)
RR
Colorado(8/6/2020)
RR
District of Columbia(8/6/2020)
RR
Illinois(8/6/2020)
RR
Maryland(8/6/2020)
RR
Massachusetts(8/6/2020)
RR
Michigan(3/1/2024)
RR
Nevada(8/6/2020)
RR
New Jersey(8/24/2020)
RR
North Carolina(8/6/2020)
RR
Oregon(8/6/2020)
RR
South Carolina(8/6/2020)
RR
Texas(8/6/2020)
IAR
Texas(4/20/2023)
RR
Virginia(8/6/2020)
RR
Wisconsin(8/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS
CRD#: 286001 / SEC#: 801-112351
RIA
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Contact information
Main Address
411 30th Street 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
(510) 658-1880
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,469,902,558 |
Red Flags
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Company Information
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 286001Oakland, CA 94609TRUST BUT VERIFY
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