Eric Goodman

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  National Life
  Hauppauge, NY
• 03/2013 → 04/2024
  Equitiy Services, Inc.
  Montpelier, VT
• 04/2024 → Present
  Vanderbilt Financial Group
  Woodbury, NY

Previous Registrations

• 2021-06-22 → 2024-04-25
  Equity Services, Inc.
  Hauppauge, NY

Other Businesses

Fixed Insurance Sales. Not Investment related. Start date: 04/25/2024. Address: 2061 Deer Park Ave, Deer Park New York, 11729. Title: Financial Representative. Financial & Estate Planning Committee. Duties: Fixed Life and annuity product sales. Time spent during regular hours: 10%.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-12

Designations

• Certified Financial Planner