Craig Goldberg
Craig Goldberg is a registered investment advisor at Wells Fargo Advisors, based in Woodbury, NY, with 39 years of industry experience. Craig 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, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
88 Froehlich Farm Blvd, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Craig serves as a co-trustee for his mother, an investment-related activity. This requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
David Lerner Associates, INC.Broker
Seco West LimitedBroker
State Registrations19 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
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