Elroy Goodyear (CRD# 4451151) is an Investment Advisor Representative working at Cetera Investment Advisers 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.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | 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 | 10 |
| 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 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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