Matthew Goldman (CRD# 7866117) is an Investment Advisor Representative working at Condor Capital Wealth Management in Florham Park, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matty Goldman, LLC | Florham Park, NJ | Apr 2017 - Current | 7 |
| Livopt LLC | Florham Park, NJ | Oct 2013 - Current | 10 |
| Condor Capital Wealth Management | Martinsville, NJ | Sep 2013 - Current | 10 |
| Cb1 Capital | Port Washington, NY | Jun 2018 - Sep 2018 | < 1 |
| Strengthlete | Jersey City, NJ | Jan 2018 - May 2018 | < 1 |
| Third Space Medical & Innovation Spine Care | Ridgewood, NJ | Sep 2017 - Feb 2018 | < 1 |
| Rahway Spine And Healthcare | Rahway, NJ | Feb 2017 - Oct 2017 | < 1 |
| University Of Michigan | Ann Arbor, MI | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NJ
-
Total Assets Under Management1,705MILLIONS
-
Total Number of Accounts3,981ACCOUNTS
-
Average Account Value$428,214
- 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)
CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NM, NY, PA, TX, VA
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