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Alexander Peter Goldberg

Investment adviser representative at Mcilrath & Eck, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

17 years in the industry.

  1. Mcilrath & Eck, LLCJul 2022 to now
  2. Northwestern Mutual Wealth Management CompanyJan 2016 to Jul 2022
  3. Northwestern Mutual Investment Services, LLCAug 2010 to Jul 2022
  4. Northwestern Mutual Life Insurance CompanyJun 2009 to Jul 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011

State registrations

Registered as an investment adviser representative in 1 state (CA).

Mcilrath & Eck, LLC

$1.4BAssets managed
1,287Clients
5Advisers
17 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
5677337
Firm CRD
145252
Advisor's SEC record (opens in a new tab)
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