Skip to content

Steven Charles Goodman

Investment adviser representative at The Nestegg Group, Inc.
33 yearsExperience
1 stateRegistered in
$331MFirm assets
19 yearsFirm in business

Are you Steven Charles Goodman? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

33 years in the industry.

  1. The Nestegg Group, Inc.Sep 1993 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 1 state (IL).

The Nestegg Group, Inc.

$331MAssets managed
187Clients
3Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2419649
Firm CRD
118419
Advisor's SEC record (opens in a new tab)
CallContact this firm