Adam Todd Goldberg
Investment adviser representative at Sax Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
Are you Adam Todd Goldberg? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Sax Wealth Advisors, LLCAug 2023 to now
- Beacon TrustSep 2019 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 5956694
- Firm CRD
- 119193