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CFP
SG
CFP

Stephen Gooditis

Newedge Advisors
38 Years of Experience
Bethlehem, PA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Stephen Gooditis is a CFP-designated registered investment advisor at Newedge Advisors, based in Bethlehem, PA, with 38 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3001 Emrick Boulevard, Suite 302, Bethlehem, PA, 18020

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen works as a notary and owns a sole proprietorship, spending minimal time on each. He also meets with clients regarding Medicare supplement programs and health insurance, and may offer life insurance, long-term care insurance, fixed annuities, long-term disability coverage, and health insurance when appropriate.

Employment History
Current Registrations
Newedge Advisors
September 2026 - Present · 1 mo
Previous Registrations
Iam Advisory LLC
March 2020 - September 2026 · 6 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 2006 - March 2020 · 13 yrs 4 mos
Investment Advisors Asset Management, LLC
December 2004 - June 2020 · 15 yrs 6 mos
Titan Financial Services, LLC
November 2004 - November 2015 · 11 yrs
Investment Advisors & Consultants, INC.Broker
April 1988 - December 2006 · 18 yrs 8 mos
State Registrations2 states
NJPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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