Unclaimed Profile

Michael William Goldman

WESTEND ADVISORS, LLC·CHARLOTTE, North Carolina

Clean recordWESTEND ADVISORS, LLC

1001 MOREHEAD SQUARE DRIVE, CHARLOTTE, NC 28203CRD# 2640560Firm CRD# 133279

Profile Verification

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

Identity

Michael William Goldman · CHARLOTTE, NC

Registration

CRD #2640560 · WESTEND ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael William Goldman is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with WESTEND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

WESTEND ADVISORS, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTEND ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2640560

Firm CRD# 133279

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Frequently Asked Questions

What services does Michael William Goldman offer?

Michael William Goldman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Michael William Goldman's credentials?

Michael William Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael William Goldman located?

Michael William Goldman is based in CHARLOTTE, North Carolina, working with WESTEND ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Michael William Goldman charge for services?

Michael William 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 WESTEND ADVISORS, LLC?

WESTEND ADVISORS, LLC has approximately 29 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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