Unclaimed Profile

Michael Abbott Goldblatt

CDM FINANCIAL COUNSELING SERVICES, INC.·NORWICH, Connecticut

Series 65Clean record30 years registeredCDM FINANCIAL COUNSELING SERVICES, INC.

457 WEST MAIN STREET, NORWICH, CT 06360CRD# 2694190Firm CRD# 126295

Profile Verification

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

Identity

Michael Abbott Goldblatt · NORWICH, CT

Registration

CRD #2694190 · CDM FINANCIAL COUNSELING SERVICES, INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CDM FINANCIAL COUNSELING SERVICES, INC.

THAMES FINANCIAL MANAGEMENT

Jan 2016 – Jan 2024

NORWICH, CT

THAMES FINANCIAL MANAGEMENT

Jul 1996 – Dec 2015

NORWICH, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 19, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CDM FINANCIAL COUNSELING SERVICES, INC.

CRD 126295 · SEC 801-112929

AUM

$237M

Regulatory assets under management

Employees

553 client accounts

Services offered by CDM FINANCIAL COUNSELING SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CDM FINANCIAL COUNSELING SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Abbott Goldblatt offer?

Michael Abbott Goldblatt specializes in Financial Planning, Investment Management.

What are Michael Abbott Goldblatt's credentials?

Michael Abbott Goldblatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Abbott Goldblatt located?

Michael Abbott Goldblatt is based in NORWICH, Connecticut, last registered with CDM FINANCIAL COUNSELING SERVICES, INC..

How does Michael Abbott Goldblatt charge for services?

Michael Abbott Goldblatt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CDM FINANCIAL COUNSELING SERVICES, INC.?

CDM FINANCIAL COUNSELING SERVICES, INC. has approximately 2 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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