GARY GOLDBERG PLANNING SERVICES, LLC

GARY GOLDBERG PLANNING SERVICES
LOCUST VALLEY, New York·4 registered advisors·CRD# 173565
SEC# 801-810971(516) 609-0291
01

Firm Overview

AUM
$486M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARING IN PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GARY GOLDBERG PLANNING SERVICES, LLC

4 registered advisors
Andrew Scott Klick
LOCUST VALLEY, New York
Jannine Marisa Barbosa
SUFFERN, New York
Matthew John Bruderman
LOCUST VALLEY, New York
Thomas Anthony Cattani
SUFFERN, New York
05

Office Locations

LOCUST VALLEY, New York
2 advisors
SUFFERN, New York
2 advisors

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Data sourced from SEC Form ADV filings. GARY GOLDBERG PLANNING SERVICES, LLC (CRD# 173565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.