Simcha Bunim Goldberg
Investment adviser representative at Able Wealth Management LLC
18 yearsExperience
2 statesRegistered in
$579.5MFirm assets
3 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
Experience
18 years in the industry.
- Able Wealth Management LLCOct 2022 to now
- Guardian Life InsuranceJan 2019 to Oct 2022
- Park Avenue SecuritiesJan 2019 to Oct 2022
- Guardian Life Insurance Oc of AmericaApr 2018 to Jan 2019
- Machzikei Hdas Rabbinical CollegeSep 2008 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Able Wealth Management LLC
$579.5MAssets managed
1,030Clients
5Advisers
3 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
- 6938414
- Firm CRD
- 298085