Mickey Goldberg (CRD# 7174464) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Branford, CT and has over 3 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Branford, CT | Sep 2023 - Current | < 1 |
Bard Financial Services Inc. | Branford,, CT | Jul 2020 - Current | 3 |
Sagepoint Financial, Inc. | Branford, CT | Oct 2019 - Current | 4 |
Bard Financial Services, Inc. | Branford, CT | Jan 2020 - Jul 2020 | < 1 |
Unemloyed | Trumbull, CT | Jul 2019 - Sep 2019 | < 1 |
Light Sources Inc. | Orange, CT | Apr 2015 - Jul 2019 | 4 |
Emcare Inc. | Milford, CT | Jun 2013 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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