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 who works out of Summit, New Jersey with a total of 1 year of relevant experience. Goberman is an employee of Seabridge Investment Advisors LLC. During their career, the advisor has held roles at Seabridge Investment Advisors. Goberman maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in New Jersey. Seabridge Investment Advisors LLC is a financial advisory company operating out of Summit, NJ. The firm has a total of 11 people on staff. It oversees $375 million in assets under management across its 317 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises four charitable organizations. Of its 317 client accounts, 79% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on which services are provided. However, fee types billed by Seabridge Investment Advisors LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$374,626,969

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

11

NJ Average: 92
Total Number of Accounts

317

NJ Average: 6,978
Average Account Size

$1,181,789

NJ Average: $1,450,417

Investment Advisory Services

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

Nicole Goberman Work History

Nicole has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Seabridge Investment Advisors

2015 - 2020 (5 years)

Seabridge Investment Advisors

2004 - 2014 (10 years)

Seabridge Investment Advisors

*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 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

Howard Chin
Summit, NJ
Christopher Hohlstein
Atlanta, GA
Matthew Falkowski
Atlanta, GA
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 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.

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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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