Ira Goldberg (CRD# 5767585) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Securities, LLC | Woodbury, NY | Jun 2017 - Current | 6 |
| Gitterman Wealth Management, LLC | Edison, NJ | Feb 2015 - Current | 9 |
| Triad Advisors, Inc. | Norcross, GA | Feb 2015 - Jun 2017 | 2 |
| Sacks & Associates | Woodbridge, NJ | Mar 2010 - Jan 2015 | 4 |
| Voya Financial Advisors | Woodbridge, NJ | Mar 2010 - Jan 2015 | 4 |
| Ing Financial Partners, Inc. | Woodbridge, NJ | Jan 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- NJ
-
Total Assets Under Management625MILLIONS
-
Total Number of Accounts549ACCOUNTS
-
Average Account Value$1,137,825
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, MD, NJ, NY, PA, TX, VT
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