Bradley
Goldman

Palisade Capital Management, Lp

CRD#5263145
Investment Advisor
in Fort Lee, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bradley Goldman is a financial advisor working out of Fort Lee, New Jersey, with 15 years of relevant experience. Goldman is an employee of Palisade Capital Management, Lp. They have been an employee of Palisade Capital Management, Lp for their complete career. Goldman maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in New Jersey. Palisade Capital Management, Lp is a business based out of Fort Lee, NJ. It administers $4 billion in assets between its 2,199 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 2,199 customer accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. Palisade Capital Management, Lp provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Palisade Capital Management, Lp can include asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1 Bridge Plaza North Suite 1095
Fort Lee, NJ 07024-7102

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Palisade Capital Management, Lp Brokerage Details

Total Assets Under Management

$4,206,861,844

NJ Average: $10,121,009,343
Total Number of Employees

42

NJ Average: 92
Total Number of Accounts

2,199

NJ Average: 6,978
Average Account Size

$1,913,080

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Bradley Goldman Work History

Bradley has been registered as a financial advisor for 15 years.*

2006 - Present (18 years)

Palisade Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Goldman 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 Palisade Capital Management, Lp

James Marrone
Fort Lee, NJ
Mitchell Leung
Fort Lee, NJ
Alison Berman
Fort Lee, NJ
William Potter
Fort Lee, NJ
Bernard Picchi
Fort Lee, NJ
Eva Madha
Fort Lee, NJ
Wailam Lee
Fort Lee, NJ
Bradley Goldman
Fort Lee, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started