David Evan Goldberger
Investment adviser representative at Williams Jones Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Williams Jones Wealth Management, LLCJun 2022 to now
- Capfinancial Securities, LLCOct 2018 to May 2022
- CaptrustOct 2018 to May 2022
- Fce GroupOct 2017 to Sep 2018
- AXA Advisors, LLC.Apr 2017 to Sep 2017
- UnemployedMar 2017 to Apr 2017
- Morgan StanleyJun 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Williams Jones Wealth Management, LLC
$12.5BAssets managed
1,754Clients
21Advisers
7 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
- 5232428
- Firm CRD
- 301925