Unclaimed Profile

George Robert Goldman

CRAFT WEALTH MANAGEMENT LLC·GARDEN CITY, New York

SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 27, Series 34, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TOCFPClean record14 years registeredCRAFT WEALTH MANAGEMENT LLC

377 OAK STREET, GARDEN CITY, NY 11553CRD# 1315513Firm CRD# 170395

Profile Verification

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

Identity

George Robert Goldman · GARDEN CITY, NY

Registration

CRD #1315513 · CRAFT WEALTH MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRAFT WEALTH MANAGEMENT LLC

CRAFT WEALTH MANAGEMENT LLC

May 2015 – Aug 2016

GARDEN CITY, NY

PRINCIPAL PROTECTION ADVISORS LLC

Jun 2012 – Nov 2017

HAUPPAUGE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 14

Series 24

Series 27

Series 34

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · June 22, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRAFT WEALTH MANAGEMENT LLC

CRD 170395 · SEC 801-86170

AUM

$9M

Regulatory assets under management

Employees

90 client accounts

Services offered by CRAFT WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CRAFT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does George Robert Goldman offer?

George Robert Goldman specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are George Robert Goldman's credentials?

George Robert Goldman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Robert Goldman located?

George Robert Goldman is based in GARDEN CITY, New York, last registered with CRAFT WEALTH MANAGEMENT LLC.

How does George Robert Goldman charge for services?

George Robert Goldman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRAFT WEALTH MANAGEMENT LLC?

CRAFT WEALTH MANAGEMENT LLC has approximately 5 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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