Alexander
Goldberg

Mcilrath & Eck, LLC

CRD#5677337
Investment Advisor
in Anaheim, CA

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About this Advisor

Alexander Goldberg is a financial advisor based in Anaheim, California, working with Mcilrath & Eck, LLC. Alexander has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, and Mcilrath & Eck, LLC. Alexander has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Alexander is part of Mcilrath & Eck, LLC, which operates out of Anaheim, California. The firm has 2 offices and 16 employees. The firm manages assets totaling $839.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Mcilrath & Eck, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

160 N. Riverview Dr. Ste., 101
Anaheim, CA 92808

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Mcilrath & Eck, LLC Brokerage Details

Total Assets Under Management

$839,585,801

CA Average: $3,566,627,242
Total Number of Employees

16

CA Average: 46
Total Number of Accounts

3,273

CA Average: 1,499
Average Account Size

$256,519

CA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Alexander Goldberg Work History

2022 - Present (3 years)

Mcilrath & Eck, LLC

2016 - 2022 (6 years)

Northwestern Mutual Wealth Management Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services, LLC

2010 - 2022 (12 years)

Northwestern Mutual Investment Services, LLC

2009 - 2022 (13 years)

Northwestern Mutual Life Insurance Company

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Disclosures

Please visit the SEC profile of Alexander Goldberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcilrath & Eck, LLC

Wendiguiata Ouedraogo
Arlington, WA
Jacob Blukis
Arlington, WA
Troy Crutcher
Arlington, WA
Kevin Campbell
San Luis Obispo, CA
Alexander Goldberg
Anaheim, CA
Thor Mcilrath
Arlington, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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