Unclaimed Profile

Morey Herbert Goldberg

CMS FUND ADVISERS, LLC·WYNNEWOOD, Pennsylvania

SIE, Series 7, Series 24, Series 31, Series 63, Series 6524 years registeredCMS FUND ADVISERS, LLC

308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096-2145CRD# 1741133Firm CRD# 154682

Profile Verification

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

Identity

Morey Herbert Goldberg · WYNNEWOOD, PA

Registration

CRD #1741133 · CMS FUND ADVISERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CMS FUND ADVISERS, LLC

CMS FUND ADVISERS, LLC

Oct 2010 – Jul 2021

WYNNEWOOD, PA

CMS FUND ADVISERS, INC.

Nov 2002 – Dec 2010

WYNNEWOOD, PA

CMS INVESTMENT RESOURCES, INC.

Aug 2002 – Dec 2002

WYNNEWOOD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · August 8, 2002

Years registered · 24

Disclosure History

2018Regulatory·Final

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

CMS FUND ADVISERS, LLC

CRD 154682 · SEC 801-71900

AUM

$6M

Regulatory assets under management

Employees

3 client accounts

Services offered by CMS FUND ADVISERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CMS FUND ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Morey Herbert Goldberg offer?

Morey Herbert Goldberg specializes in Retirement Planning.

What are Morey Herbert Goldberg's credentials?

Morey Herbert Goldberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morey Herbert Goldberg located?

Morey Herbert Goldberg is based in WYNNEWOOD, Pennsylvania, last registered with CMS FUND ADVISERS, LLC.

How does Morey Herbert Goldberg charge for services?

Morey Herbert Goldberg's firm is compensated through other: none except carried interest earned by related parties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CMS FUND ADVISERS, LLC?

CMS FUND ADVISERS, LLC has approximately 5 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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