Henley & Company Wealth Management
46yrs
Top advisor by experience in Uniondale
29yrs
Lloyd Jay Gold
Financial advisor at Cetera Investment Advisers
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office50 Charles Lindbergh Blvd Suite 420, Uniondale, NY 11553
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2017 – 2023Securian Financial Services, Inc.Previously
Questions to ask Lloyd
Tailored to Lloyd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lloyd
How do I contact Lloyd?
Call Cetera Investment Advisers at 310-257-7880 and ask for Lloyd Jay Gold. Lloyd works from the Uniondale, NY office.
How long has Lloyd been a financial advisor?
Lloyd has been in the industry since 1997, about 29 years. Top 17% by experience nationwide.
What licenses does Lloyd hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lloyd a fiduciary?
Lloyd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lloyd paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lloyd for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
41yrs
Top 3% by experience in Uniondale
Henley & Company Wealth Management
41yrs
Top 3% by experience in New York
Cetera Investment Advisers
41yrs
Top 3% by experience nationwide
Osaic Wealth
40yrs
Top 4% by experience in New York
Cetera Investment Advisers
40yrs
Top 4% by experience nationwide