Samuel Goldberg
Samuel Goldberg is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2345 Washington Street, Suite 101, Newton Lower Falls, MA, 02462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is a co-trustee of his brother-in-law's testamentary trust, investing the trust's funds, dedicating a few hours per week. He is also an independent contractor for North Atlantic Investment Partners, LLC, his branch's DBA, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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