Howard Goldson
Howard Goldson is a registered investment advisor at Pinnacle Wealth Strategies, LLC, based in Albany, NY, with 25 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $2,950 for net worth up to $2 million, $4,450 for $2 million to $4 million, $5,900 for $4 million to $6 million, and $8,200 for $6 million to $10 million. Fees for net worth over $10 million are negotiable.
- Hourly consulting — $280 per hour for targeted advice on specific financial and cash management, risk management, estate planning, tax issues, retirement planning, educational funding, or other topics.
Location
292 Washington Ave Ext, Ste 106, Albany, NY, 12203
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Howard is a managing director at Pinnacle Wealth Strategies, LLC, spending about 10% of his time there, and an IA rep at Latitude Advisors, LLC, spending about 20% of his time. He is also an independent insurance agent selling life insurance and annuities, dedicating a few hours per week.
Employment History
Current Registrations
Pinnacle Wealth Strategies, LLC
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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
More Advisors
- Steven Novotny, CFPLPL Financial LLC
- Sean Leonard, CFACerity Partners LLC
- Robert Mangold, CFPGreenbush Financial Group, LLC
- Jason Bays, CFPLPL Financial LLC
- John Petrus, ChFCLPL Financial LLC
- Peter Laurenzo, CFPGwn Securities INC.