AdvisorOS Directory
Claim Profile
RP

Rickie Penstein-Hirt

GOLDBERG LINDSAY & CO. LLC·NEW YORK, New York
Unclaimed Profile
630 FIFTH AVENUE, NEW YORK, NY 10111CRD# 6049256Firm CRD# 141029
01

About

Rickie Penstein-Hirt 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# 6049256
Firm CRD# 141029
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rickie Penstein-Hirt offer?
Rickie Penstein-Hirt specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Rickie Penstein-Hirt's credentials?
Rickie Penstein-Hirt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rickie Penstein-Hirt located?
Rickie Penstein-Hirt 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 Rickie Penstein-Hirt charge for services?
Rickie Penstein-Hirt'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GOLDBERG LINDSAY & CO. LLC

Ali Nazir Nensi
NEW YORK, NY
Cathleen Mary Ellsworth
NEW YORK, NY
Jacob J Lew
NEW YORK, NY
John A. Holland
NEW YORK, NY
John Andrew Welsh Werwaiss
NEW YORK, NY
Krishna Kant Agrawal
NEW YORK, NY

More Advisors in NEW YORK, New York

Rishi Harish Shah
BREVAN HOWARD US INVESTMENT MANAGEMENT LP·NEW YORK, NY
Arthur Michael Sr Tambaro
ROYAL ALLIANCE ASSOCIATES, INC.·NEW YORK, NY
Christa Mueller Dorrego
ARNHOLD LLC·NEW YORK, NY
Todd Tibbetts
MIO PARTNERS, INC.·NEW YORK, NY
Anthony Jay Nugent
METLIFE SECURITIES INC.·NEW YORK, NY
Christopher Jude Zuech
ESM MANAGEMENT LLC·NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
ROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile