Simcha Goldberg, financial advisor Lakewood NJ

Simcha Goldberg

CRD Number: 6938414
Current Firm: Able Wealth Management LLC

Simcha Goldberg (CRD# 6938414) is an Investment Advisor Representative working at Able Wealth Management LLC in Lakewood, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Lakewood, NJ Jan 2019 - Current 5
Park Avenue Securities Lakewood, NJ Jan 2019 - Current 5
Park Avenue Securities,llc Brooklyn, NY Jun 2019 - Jun 2019 < 1
Guardian Life Insurance Oc Of America Brooklyn, NY Apr 2018 - Jan 2019 < 1
Machzikei Hdas Rabbinical College Brooklyn, NY Sep 2008 - Mar 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Simcha B. Goldberg
Phone Number: 212-634-7842
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    244
    MILLIONS
  • Total Number of Accounts
    1,601
    ACCOUNTS
  • Average Account Value
    $152,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NJ, NY

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