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Ira Brian Goldberg

DIX HILLS PARTNERS, LLC·JERICHO, New York
SIE, Series 7, Series 63Clean recordDIX HILLS PARTNERS, LLC
50 JERICHO QUADRANGLE, JERICHO, NY 11753CRD# 1968624Firm CRD# 129271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ira Brian Goldberg · JERICHO, NY
Registration
CRD #1968624 · DIX HILLS PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DIX HILLS PARTNERS, LLC
CRD 129271 · SEC 801-62551
AUM
$29M
Regulatory assets under management
Employees
8
5 client accounts
Services offered by DIX HILLS PARTNERS, LLC
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 DIX HILLS PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Ira Brian Goldberg offer?
Ira Brian Goldberg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Ira Brian Goldberg's credentials?
Ira Brian Goldberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ira Brian Goldberg located?
Ira Brian Goldberg is based in JERICHO, New York, working with DIX HILLS PARTNERS, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Ira Brian Goldberg charge for services?
Ira Brian Goldberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIX HILLS PARTNERS, LLC?
DIX HILLS PARTNERS, LLC has approximately 8 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DIX HILLS PARTNERS, LLC

William Louis Gordon
JERICHO, NY

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