Unclaimed Profile

Eric Goodbar

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California

SIE, Series 3, Series 7TO, Series 31, Series 66CFAClean record1 years registeredMELLON CAPITAL MANAGEMENT CORPORATION

50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 2729168Firm CRD# 105764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Goodbar · SAN FRANCISCO, CA

Registration

CRD #2729168 · MELLON CAPITAL MANAGEMENT CORPORATION · 1 years registered

Brand Profile

Not yet started

Career History

CITI PRIVATE ALTERNATIVES, LLC

Mar 2025 – present

CITIGROUP GLOBAL MARKETS INC.

Mar 2025 – present

CITIGROUP GLOBAL MARKETS INC.

Feb 2025 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7TO

Series 31

Series 66

Registration record

First registered · February 25, 2025

Years registered · 1

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELLON INVESTMENTS CORPORATION

CRD 105764 · SEC 801-19785

AUM

$674.2B

Regulatory assets under management

Employees

146

502 client accounts

Services offered by MELLON INVESTMENTS CORPORATION

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at MELLON INVESTMENTS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Eric Goodbar offer?

Eric Goodbar specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Eric Goodbar's credentials?

Eric Goodbar holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Goodbar located?

Eric Goodbar is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Eric Goodbar charge for services?

Eric Goodbar's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MELLON CAPITAL MANAGEMENT CORPORATION?

MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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