Joshua Daniel Goodman
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCJun 2025 to now
- UnemployedSep 2024 to Jun 2025
- New York YankeesMay 2022 to Aug 2024
- New York JetsAug 2021 to Jan 2022
- Professional Sports PublicationsJul 2021 to Apr 2022
- UnemployedJun 2021 to Jun 2021
- Binghamton UniversityAug 2017 to May 2021
- UnemployedJun 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8110953
- Firm CRD
- 6627