Elroy Goodyear, financial advisor Williamsville NY

Elroy Goodyear

CRD Number: 4451151
Current Firm: Cetera Advisors LLC

Elroy Goodyear (CRD# 4451151) is an Investment Advisor Representative working at Cetera Advisors LLC in Williamsville, NY and has over 22 years of experience in the finance industry. Elroy Goodyear 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors St Cloud, MN Jul 2022 - Current 1
Lmg Rental Properties, LLC Williamsville, NY Jan 2019 - Current 5
Goodyear Financial Services, Inc. Williamsville, NY Apr 2014 - Current 9
Saxony Securities, Inc. St. Louis, MO May 2009 - Jun 2022 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Elroy M. Goodyear
Phone Number: 800-929-3485
Firm Website: http://cetera.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    21,228
    MILLIONS
  • Total Number of Accounts
    90,646
    ACCOUNTS
  • Average Account Value
    $234,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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