Michael Goold is a registered investment advisor at Old Slip Registered Investment Advisors, LLC, based in New York, NY, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 30 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$305.0M

Fee Structure

Investment management only (planning not offered)
One-Time Plan:$7,500 - $60,000
Hourly Rate:$450 - $850/hr
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Location

40 Wall Street Floor 28, New York, NY, 10005

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Old Slip Registered Investment Advisors, LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
November 2022 - November 2023 · 1 yr
Quasar Distributors, LLCBroker
March 2020 - December 2020 · 9 mos
Glenmede Investment Management, LP
December 2013 - November 2021 · 7 yrs 11 mos
Quasar Distributors, LLCBroker
November 2013 - December 2019 · 6 yrs 1 mo
Sei Investments Management CORP
June 2013 - November 2013 · 5 mos
Sei Investments Distribution CO.Broker
March 2012 - November 2013 · 1 yr 8 mos
Foreside Fund Services, LLCBroker
September 2011 - December 2011 · 3 mos
Sentinel Financial Services CompanyBroker
March 2008 - September 2011 · 3 yrs 6 mos
Deam Investor Services, INC.Broker
December 2005 - March 2008 · 2 yrs 3 mos
Scudder Distributors, INC.Broker
August 2005 - December 2005 · 4 mos
Scudder Investor Services, INC.Broker
July 2004 - August 2005 · 1 yr 1 mo
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.
Michael Goold - Financial Advisor | TrueAdvisor