Adam
Goldberg
Beacon Trust
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About this Advisor
Adam Goldberg is a certified financial planner who works in New York, New York, with 2 years of relevant experience. Goldberg is an advisor for Beacon Trust. Over the course of their career, Goldberg has held roles at Guardian Life Insurance Company, Park Avenue Securities, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Goldberg holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Beacon Trust is a financial advisory business operating out of Morristown, NJ. The firm has a total of 48 advisors. It has $4 billion in assets under management among its 2,675 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 50 charities and foundations. Of its 2,675 accounts, 67% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Beacon Trust performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Beacon Trust most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Trust Brokerage Details
$3,459,000,000
48
2,675
$1,293,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Adam Goldberg Work History
Adam has been registered as a financial advisor for 2 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Park Avenue Securities
Guardian Life Insurance Company
*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 Adam 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 Beacon Trust
Bohemia, NY
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, 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.
