Charles Howard Goldberg
Investment adviser representative at Financial Innovations, LLC
34 yearsExperience
2 statesRegistered in
$535.2MFirm assets
19 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Financial Innovations, LLCDec 2011 to now
- United Property Services, LLCJan 2001 to now
- Charles H Goldberg, CpaJan 1994 to now
- Charles H Goldberg, Esq.Jan 1992 to now
- Hebrew Order of David, Lodge CarmelNov 2020 to Dec 2022
- 123college.comSep 2016 to Dec 2019
- Triad AdvisorsDec 2011 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Financial Innovations, LLC
$535.2MAssets managed
353Clients
2Advisers
19 yearsIn 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
- 4877610
- Firm CRD
- 142769