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Nathan Patrick Goldman

Investment adviser representative at Hartford Funds
15 yearsExperience
1 stateRegistered in
CFADesignation
$152.1BFirm 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 assetsOther

Services the firm offers

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

  • Portfolio management

Experience

15 years in the industry.

  1. Hartford FundsApr 2025 to now
  2. Hartford Funds Management Company, LLCAug 2023 to now
  3. The Fairman GroupJul 2021 to Aug 2023
  4. Eaton Vance DistributorsFeb 2018 to Jul 2021
  5. Eaton Vance ManagementSep 2011 to Feb 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

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

Hartford Funds

Legal name: Hartford Funds Management Company, LLC

$152.1BAssets managed
75Clients
48Advisers
13 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
7413702
Firm CRD
147746
Advisor's SEC record (opens in a new tab)
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