Unclaimed Profile

David Allen Goldberg

SNOW CREEK WEALTH MANAGEMENT LLC·NASHVILLE, Tennessee

Series 7, Series 24, Series 51, Series 63, Series 65Clean record22 years registeredSNOW CREEK WEALTH MANAGEMENT LLC

905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221CRD# 1506144Firm CRD# 142983

Profile Verification

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

Identity

David Allen Goldberg · NASHVILLE, TN

Registration

CRD #1506144 · SNOW CREEK WEALTH MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SNOW CREEK WEALTH MANAGEMENT LLC

MARINER WEALTH ADVISORS

Oct 2019 – Jul 2022

NASHVILLE, TN

SNOW CREEK WEALTH MANAGEMENT

Apr 2007 – Nov 2019

NASHVILLE, TN

RAYMOND JAMES FINANCIAL SERVICES

Mar 2004 – Apr 2007

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · March 31, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SNOW CREEK WEALTH MANAGEMENT LLC

CRD 142983 · SEC 801-67651

AUM

$275M

Regulatory assets under management

Employees

663 client accounts

Services offered by SNOW CREEK WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SNOW CREEK WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does David Allen Goldberg offer?

David Allen Goldberg specializes in Financial Planning, Investment Management.

What are David Allen Goldberg's credentials?

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

Where is David Allen Goldberg located?

David Allen Goldberg is based in NASHVILLE, Tennessee, last registered with SNOW CREEK WEALTH MANAGEMENT LLC.

How does David Allen Goldberg charge for services?

David Allen Goldberg's firm is compensated through percentage of aum, hourly charges, other: solicitor/referral fees; asset based fee for reviews/consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SNOW CREEK WEALTH MANAGEMENT LLC?

SNOW CREEK WEALTH MANAGEMENT LLC has approximately 5 employees and manages $275M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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