Nicole
Goberman

Seabridge Investment Advisors LLC

CRD#7325839
Investment Advisor
in Summit, NJ

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About this Advisor

Nicole Goberman is a financial advisor based in Summit, New Jersey, working with Seabridge Investment Advisors LLC. Nicole has previously held a position at Seabridge Investment Advisors. Nicole has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Nicole is part of Seabridge Investment Advisors LLC, which operates out of Summit, New Jersey. The firm has 1 office and 11 employees. The firm manages assets totaling $434.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Seabridge Investment Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Springfield Ave. Suite 301
Summit, NJ 07901-2610

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Seabridge Investment Advisors LLC Brokerage Details

Total Assets Under Management

$434,437,239

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

11

NJ Average: 92
Total Number of Accounts

328

NJ Average: 6,978
Average Account Size

$1,324,504

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Nicole Goberman Work History

2021 - Present (3 years)

Seabridge Investment Advisors

2015 - 2020 (5 years)

Seabridge Investment Advisors

2004 - 2014 (10 years)

Seabridge Investment Advisors

Disclosures

Please visit the SEC profile of Nicole Goberman 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 Seabridge Investment Advisors LLC

Matthew Falkowski
Atlanta, GA
Christopher Hohlstein
Atlanta, GA
Howard Chin
Summit, NJ
Adrian Morffi
Atlanta, GA
Nicole Goberman
Summit, NJ
David Descalzi
Summit, NJ
Robert Kolyer
Summit, NJ

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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