Owen D m Goldenbogen
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- Eastrise Credit UnionJul 2026 to now
- LPL Financial LLCJul 2026 to now
- Key Investment Services LLCApr 2025 to Jun 2026
- Fidelity InvestmentsJun 2024 to Mar 2025
- Society for Humanistic JudaismMar 2024 to Apr 2024
- And Sons Hospitality GroupApr 2023 to May 2024
- Jordan & JordanJun 2022 to Apr 2023
- Mcgillicuddy's AlehouseJun 2021 to Aug 2021
- Myrtlesue Enterprises IncOct 2020 to Oct 2020
- Parsons (the New School)Aug 2020 to Aug 2023
- PaneraOct 2019 to Sep 2020
- Community College of VermontAug 2019 to Aug 2020
- Champlain Valley Union HighschoolAug 2017 to Aug 2020
- Mount Mansfield Union HighschoolAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7948255
- Firm CRD
- 6413