Stephen GooditisCRD Number: 1800993
Current Firm: Investment Advisors Asset Management, LLC
Stephen Gooditis (CRD# 1800993) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Flemington, NJ and has over 29 years of experience in the finance industry. Stephen Gooditis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Financial Planning
Academy Wealth Advisers, LLC
|Royal Alliance Associates, Inc.||Flemington, NJ||Nov 2006 - Current||10|
|Investment Advisors Asset Management, LLC||Flemington, NJ||Jan 2004 - Current||13|
|Michael Rasweiler Trust||Flemington, NJ||Oct 2002 - Current||14|
|Titan Financial Services, LLC||Emerson, NJ||Jul 1998 - Dec 2014||16|
|Investment Advisors & Consultants, Inc.||West Long Branch, NJ||Jan 1988 - Nov 2006||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management392MILLIONS
Total Number of Accounts2,085ACCOUNTS
Average Account Value$187,871
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DE, FL, KS, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, PA, TX, VA
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