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Louis Adam Goldman

Investment Adviser Representative at CREATIVEONE SECURITIES, LLC

River Edge, NJCRD #862637Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
46 yrs
States Registered
4 states
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Louis Adam Goldman has worked in the securities industry since 1980. They are registered to provide investment advisory services in California, New Jersey, New York, and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
CaliforniaNew JerseyNew YorkVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/14/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 9/6/1985
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
Series 22
Direct Participation Programs Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/17/1986
Series 1
Registered Representative Examination
Passed 2/9/1979
Series 53
Municipal Securities Principal Examination
Passed 1/7/2008
Series 24
General Securities Principal Examination
Passed 7/18/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Creativeone Securities, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE SECURITIES, LLCCurrent
3/13/2024River Edge, NJ
AMERICAN PORTFOLIOS ADVISORS, INC
1/24/201910/20/2023Holbrook, NY
QUESTAR ASSET MANAGEMENT, INC.
8/19/20081/23/2019River Edge, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Louis Adam Goldman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Louis Adam Goldman - Financial Advisor in River Edge, NJ | AdvisorFinder