Unclaimed Profile

Adam Charles Goldenberg

RGT WEALTH ADVISORS, LLC·DALLAS, Texas

Series 3, Series 7, Series 66Clean record21 years registeredRGT WEALTH ADVISORS, LLC

5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 4447619Firm CRD# 104953

Profile Verification

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

Identity

Adam Charles Goldenberg · DALLAS, TX

Registration

CRD #4447619 · RGT WEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CORIENT

Nov 2022 – present

RGT WEALTH ADVISORS

Dec 2015 – Mar 2023

DALLAS, TX

TRUE NORTH ADVISORS, LLC

Aug 2007 – Apr 2015

DALLAS, TX

AMERICAN SECURITIES GROUP, INC.

Aug 2007 – Aug 2007

DALLAS, TX

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 2005 – Jun 2007

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · February 28, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RGT WEALTH ADVISORS, LLC

CRD 104953 · SEC 801-27090

AUM

$5.8B

Regulatory assets under management

Employees

4,575 client accounts

Services offered by RGT WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at RGT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Charles Goldenberg offer?

Adam Charles Goldenberg specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Adam Charles Goldenberg's credentials?

Adam Charles Goldenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Charles Goldenberg located?

Adam Charles Goldenberg is based in DALLAS, Texas, working with RGT WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Adam Charles Goldenberg charge for services?

Adam Charles Goldenberg's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RGT WEALTH ADVISORS, LLC?

RGT WEALTH ADVISORS, LLC has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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