Michael J Goodman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

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

Current Employers

Employment History

• 01/1982 → Present
  Michael J Goodman, Cpa
  Palm Desert, CA
• 01/2005 → 12/2025
  Gold Coast Securities, Inc.
  Palm Desert, CA
• 01/2026 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-01-03 → 2025-12-31
  Gold Coast Securities, Inc.
  Palm Desert, CA
  Gold River, CA
• 1999-08-16 → 2004-12-31
  National Planning Corporation
  Westlake Village, CA

Other Businesses

1) MICHAEL GOODMAN CPA, SAME AS REGISTERED LOCATION; NON-INVESTMENT RELATED; CPA/TAX SERVICES/BOOKKEEPING; OWNER; SINCE 01/1982; 240 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  1998-09-14

Designations

• Certified Financial Planner

Other Names

• Michael Goodman