Stuart Goldsberry
Stuart Goldsberry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Parkersburg, WV, with 30 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
4420 Rosemar Road, Suite 202B, Parkersburg, WV, 26104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stuart is a member investor in Athens Ohio Investment Alliance LLC, owner of Goldsberry Wealth Strategies, LLC (a support company), and co-owner of North Hill Properties of Athens, LLC (rental real estate). These activities require minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Morgan Stanley
Morgan Stanley Dw INC.Broker
Banc One Securities CorporationBroker
Marketing One Securities, INC.Broker
Forth Financial Securities, CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations29 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.