Mathew Todd Goldberg
Investment adviser representative at Manhattan Wealth Management Group
16 yearsExperience
1 stateRegistered in
$153.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Mwmg Advisors, LLCAug 2025 to now
- Manhattan Wealth Management GroupMar 2010 to now
- LPL Financial, LLCMar 2010 to now
- Mpwm Advisory Solutions, LLCJan 2021 to Jan 2026
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
Manhattan Wealth Management Group
Legal name: Mwmg Advisors, LLC
$153.1MAssets managed
319Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4416675
- Firm CRD
- 338376