Barry
Goldberg
Fisher Investments
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About this Advisor
Barry Goldberg is a financial advisor based out of Woodbury, New York with 5 years of industry experience. Goldberg currently works for Fisher Investments. Over the course of their career, they have held roles at Independent Life Brokerage Corp, Pj Robb Variable Corp, Emmes Wealth Management LLC, Fisher Investments and J. J. Burns & Company. Goldberg maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in New York and Pennsylvania. Fisher Investments is a financial advisory firm operating out of Plano, TX. The firm has offices in 14 locations and a total of 3,349 employees. It controls $192 billion in assets under management between its 269,289 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 269,289 accounts, 46% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, including 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 and other services. Financial management fee schedules are based on the type of financial services provided. Fees billed by Fisher Investments can be comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
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
- Other
Barry Goldberg Work History
Barry has been registered as a financial advisor for 5 years.*
Fisher Investments
J. J. Burns & Company
Emmes Wealth Management LLC
Pj Robb Variable Corp
Independent Life Brokerage Corp
*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 Barry 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 Fisher Investments
Plano, TX
Plano, TX
Camas, WA
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Camas, WA
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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