Brian Goldberg is a registered investment advisor, based in Torrance, CA, with 23 years of industry experience.
Location
21250 Hawthorne Blvd, Suite 550, Torrance, CA, 90503-5517
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a Managing Director at Banyan Tree Asset Management, LLC, an SEC-registered investment advisor, since 2013. He dedicates about a quarter of his time to this role as owner and principal.
Employment History
Current Registrations
Banyan Tree Securities, LLCBroker
March 2017 - Present · 9 yrs 1 mo
Banyan Tree Asset Management, LLC
September 2013 - Present · 12 yrs 7 mos
Previous Registrations
Bel Air Securities LLCBroker
January 2006 - July 2013 · 7 yrs 6 mos
State Street Global Markets, LLCBroker
October 2002 - July 2006 · 3 yrs 9 mos
State Registrations3 states
CAMNTX
Advisor
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Exams
No exam information available for this advisor.