AdvisorOS Directory
Claim Profile
Unclaimed Profile
BG

Brian Marc Goldman

SUCCESS WEALTH MANAGEMENT LLC·WEXFORD, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 65Clean record7 years registeredSUCCESS WEALTH MANAGEMENT LLC
11676 PERRY HIGHWAY, WEXFORD, PA 15090CRD# 5759453Firm CRD# 299094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Marc Goldman · WEXFORD, PA
Registration
CRD #5759453 · SUCCESS WEALTH MANAGEMENT LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

SUCCESS WEALTH MANAGEMENT LLC
Jan 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 11, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUCCESS WEALTH MANAGEMENT LLC
CRD 299094 · SEC 801-129100
AUM
$40M
Regulatory assets under management
Employees
14
676 client accounts
Services offered by SUCCESS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUCCESS WEALTH MANAGEMENT LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEXFORD?

Browse all registered financial advisors in WEXFORD, Pennsylvania or claim this profile if it's yours.

Browse WEXFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Marc Goldman offer?
Brian Marc Goldman specializes in Financial Planning, Investment Management. Contact their office in WEXFORD, Pennsylvania for a consultation.
What are Brian Marc Goldman's credentials?
Brian Marc Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Marc Goldman located?
Brian Marc Goldman is based in WEXFORD, Pennsylvania, working with SUCCESS WEALTH MANAGEMENT LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.
How does Brian Marc Goldman charge for services?
Brian Marc Goldman'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 SUCCESS WEALTH MANAGEMENT LLC?
SUCCESS WEALTH MANAGEMENT LLC has approximately 14 employees and manages $40M 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 SUCCESS WEALTH MANAGEMENT LLC

James Mathew Artman
PITTSBURGH, PA

More Advisors in WEXFORD, Pennsylvania

Walter Andrew Laub
AVALON ADVISORY GROUP LLC·WEXFORD, PA
Chad Everett Hileman
GIBSON CAPITAL, LLC·WEXFORD, PA
Brendan Kevin Kenny
ALTAIR MANAGEMENT PARTNERS, INC.·WEXFORD, PA
David Matthew Kamin
GRIDIRON PARTNERS, LLC·WEXFORD, PA
John Joseph Cully
AVALON ADVISORY GROUP LLC·WEXFORD, PA
Matthew Adam Yanni
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC·WEXFORD, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile