Unclaimed Profile

Tracy Anne Goldenberg

BPP WEALTH SOLUTIONS, LLC·NEW YORK, New York

Series 7, Series 63CFP18 years registeredBPP WEALTH SOLUTIONS, LLC

45 BROADWAY, NEW YORK, NY 10006CRD# 1998274Firm CRD# 166962

Profile Verification

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

Identity

Tracy Anne Goldenberg · NEW YORK, NY

Registration

CRD #1998274 · BPP WEALTH SOLUTIONS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BPP WEALTH SOLUTIONS, LLC

SUMMIT EQUITIES INC

Dec 2007 – Mar 2009

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 6, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

1986Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BPP WEALTH SOLUTIONS, LLC

CRD 166962 · SEC 801-77658

AUM

$187M

Regulatory assets under management

Employees

351 client accounts

Services offered by BPP WEALTH SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BPP WEALTH SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Tracy Anne Goldenberg offer?

Tracy Anne Goldenberg specializes in Financial Planning, Investment Management, Wealth Management.

What are Tracy Anne Goldenberg's credentials?

Tracy Anne Goldenberg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tracy Anne Goldenberg located?

Tracy Anne Goldenberg is based in NEW YORK, New York, last registered with BPP WEALTH SOLUTIONS, LLC.

How does Tracy Anne Goldenberg charge for services?

Tracy Anne Goldenberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BPP WEALTH SOLUTIONS, LLC?

BPP WEALTH SOLUTIONS, LLC has approximately 5 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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