Stephen Gooditis, financial advisor Flemington NJ
96 score

Stephen Gooditis

CRD 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 28 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.

Similar Advisors
Gary Matthews, financial advisor Flemington NJ
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Similar Advisors
John Middleton, financial advisor Flemington NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Flemington NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Flemington, NJ Nov 2006 - Current 10
Investment Advisors Asset Management, LLC Flemington, NJ Jan 2004 - Current 12
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
Contact Info for Stephen G. Gooditis
Phone Number: 610-258-3269
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    392
    MILLIONS
  • Total Number of Accounts
    2,085
    ACCOUNTS
  • Average Account Value
    $187,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CT, DE, FL, KS, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Stephen Gooditis and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.