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John Andrew Welsh Werwaiss

GOLDBERG LINDSAY & CO. LLC·NEW YORK, New York
Unclaimed Profile
630 FIFTH AVENUE, NEW YORK, NY 10111CRD# 2529557Firm CRD# 141029
01

About

John Andrew Welsh Werwaiss is a registered financial advisor based in NEW YORK, New York, affiliated with GOLDBERG LINDSAY & CO. LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GOLDBERG LINDSAY & CO. LLC
GOLDBERG LINDSAY & CO. LLC
AUM
$9.4B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at GOLDBERG LINDSAY & CO. LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2529557
Firm CRD# 141029
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Andrew Welsh Werwaiss offer?
John Andrew Welsh Werwaiss specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are John Andrew Welsh Werwaiss's credentials?
John Andrew Welsh Werwaiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Andrew Welsh Werwaiss located?
John Andrew Welsh Werwaiss is based in NEW YORK, New York, working with GOLDBERG LINDSAY & CO. LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does John Andrew Welsh Werwaiss charge for services?
John Andrew Welsh Werwaiss'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 GOLDBERG LINDSAY & CO. LLC?
GOLDBERG LINDSAY & CO. LLC has approximately 55 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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