Sheldon Goldman
Sheldon Goldman is a CFP-designated registered investment advisor at Goldman Wealth Management, based in Encinitas, CA, with 21 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 101 clients with $99M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Encinitas, CA
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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 ActivitiesSells Insurance
Sheldon is an independent insurance agent for accident, health, and life insurance since 2008. This activity requires minimal time.
Employment History
Current Registrations
Goldman Wealth Management
Previous Registrations
Steel Peak Wealth Management, LLC
Hoylecohen, LLC
Hoylecohen,inc.
Mid Atlantic Financial Management, INC.
State Registrations3 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.