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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

ELIJAH GOODMAN

Advisor at STRATEGIC ADVISERS LLC

BALLSTON SPA, NY | ALBANY, NY

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Search this name across graphsid dfx:ria:964172a9-8d7f-647e-34f8-0abc230331a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 12, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Oct 12, 2007
First registration: Oct 17, 2007
Dual registered: yes, broker-dealer
Other names: ELIJAH P GOODMAN
IAPD individual key: 5400459

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	BALLSTON SPA, NY\|ALBANY, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 1, 2021	Mar 31, 2025	no	ALBANY, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 8, 2020	Oct 18, 2021	no	NEW YORK, NY\|SARATOGA SPRINGS, NY\|ALBANY, NY	Previous registration
EDWARD JONES	National bd RIA	Oct 17, 2007	Dec 19, 2007	no	SARATOGA SPRINGS, NY\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 18, 2021	Dec 1, 2021	44	Firm change	Wirehouse to ibd
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 19, 2007	May 8, 2020	4,524	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 1, 2021 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 8, 2020 to Oct 18, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 17, 2007 to Dec 19, 2007factForm ADV

Dated events

No dated event names this entity yet.