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Joshua Daniel Goodman

Equitable Advisors, LLC

New York, NY

CRD 8110953

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-23
NY RA APPROVED 2025-06-24
  • TX RA
    APPROVED
    Since 2026-04-23
  • NY RA
    APPROVED
    Since 2025-06-24

Branch Locations

1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Yankees Bronx NY 05/2022 08/2024
Unemployed New York NY 09/2024 06/2025
Professional Sports Publications New York NY 07/2021 04/2022
New York Jets East Rutherford NJ 08/2021 01/2022
Binghamton University Binghamton NY 08/2017 05/2021
Unemployed New York NY 06/2015 07/2017
Unemployed New York NY 06/2021 06/2021
Equitable Advisors, Llc New York NY 06/2025 Present
  • 05/2022 → 08/2024
    New York Yankees
    Bronx, NY
  • 09/2024 → 06/2025
    Unemployed
    New York, NY
  • 07/2021 → 04/2022
    Professional Sports Publications
    New York, NY
  • 08/2021 → 01/2022
    New York Jets
    East Rutherford, NJ
  • 08/2017 → 05/2021
    Binghamton University
    Binghamton, NY
  • 06/2015 → 07/2017
    Unemployed
    New York, NY
  • 06/2021 → 06/2021
    Unemployed
    New York, NY
  • 06/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-28
S63 Uniform Securities Agent State Law Examination 2025-04-10
  • S65 Uniform Investment Adviser Law Examination
    2025-04-28
  • S63 Uniform Securities Agent State Law Examination
    2025-04-10
Other Names
  • Joshua Goodman
  • Josh Goodman

View on SEC IAPD

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