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Aryeh Goldberg

9 Years of Experience
Pittsburgh, PA
Broker

Aryeh Goldberg is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh, PA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

2545 Railroad St, Ste 100, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aryeh is a board member and treasurer for Hillel Academy of Pittsburgh and Congregation Poale Zedeck, dedicating minimal time to each organization. These activities are not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Hefren-Tillotson, INC.
October 2016 - October 2022 · 6 yrs
Hefren-Tillotson, INC.Broker
August 2016 - October 2022 · 6 yrs 2 mos
State Registrations18 states
CACOCTFLGAINKSMAMDMIMONCNJNYOHPAVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.