EG
CFP
EG
CFP

Elroy Goodyear

24 Years of Experience
Williamsville, NY
Broker

Elroy Goodyear is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Williamsville, NY, with 24 years of industry experience. Elroy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8060 Wehrle Dr, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Elroy owns Goodyear Financial Services, Inc., an expense management company, and LMG Rental Properties, LLC, a real estate company. He spends minimal time on each of these ventures.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
July 2022 - March 2024 · 1 yr 8 mos
Saxony Securities, INC.Broker
May 2009 - August 2022 · 13 yrs 3 mos
Saxony Capital Management, LLC
May 2009 - August 2022 · 13 yrs 3 mos
American Portfolios Advisors, INC
February 2004 - June 2009 · 5 yrs 4 mos
American Portfolios Financial Services, INC.Broker
January 2004 - June 2009 · 5 yrs 5 mos
Hsbc Brokerage (USA) INC.Broker
May 2002 - January 2004 · 1 yr 8 mos
Pruco Securities CorporationBroker
September 2001 - May 2002 · 8 mos
State Registrations5 states
FLMANYPASC
AdvisorBrokerBoth

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.
Elroy Goodyear - Financial Advisor | TrueAdvisor