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Matthew Ryan Goldberg

Investment adviser representative at Blue Sky Capital Consultants Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$306.3MFirm 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 assetsHourlyFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Blue Sky Capital Consultants Group, Inc.Oct 2023 to now
  2. D.M. Brenner, Inc.Mar 2021 to Oct 2023
  3. San Diego State & Grossmont Community CollegeAug 2016 to Mar 2021

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

Blue Sky Capital Consultants Group, Inc.

$306.3MAssets managed
506Clients
7Advisers
2 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
7392858
Firm CRD
329575
Advisor's SEC record (opens in a new tab)
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