Todd Goldman, financial advisor Los Angeles CA

Todd Goldman

CRD Number: 5249454
Current Firm: Westmount Asset Management, LLC

Todd Goldman (CRD# 5249454) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry. Todd Goldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Westmount Asset Management, LLC Los Angeles, CA Feb 2016 - Current 3
Telemus Capital, LLC Los Angeles, CA Sep 2014 - Dec 2015 1
City National Bank Beverly Hills, CA Jun 2008 - Sep 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Todd A. Goldman
Phone Number: 310-556-2502
Firm Website: http://www.westmount.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,636
    MILLIONS
  • Total Number of Accounts
    4,096
    ACCOUNTS
  • Average Account Value
    $643,653
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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