Daniel Ross Goldberg
Investment adviser representative at Diversified Portfolios, Inc.
16 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm 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
16 years in the industry.
- Diversified Portfolios, Inc.Jul 2021 to now
- J.P. Morgan Institutional Investments Inc.Nov 2010 to Jul 2021
- Jpmorgna Investment Management Inc.Jul 2010 to Jul 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Diversified Portfolios, Inc.
Legal name: Diversified Portfolios Inc
$1.9BAssets managed
665Clients
10Advisers
27 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
- 5867319
- Firm CRD
- 108942