GOLDBERG LINDSAY & CO. LLC

NEW YORK, New York·21 registered advisors·CRD# 141029
SEC# 801-670080212-651-1100
01

Firm Overview

AUM
$9.4B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at GOLDBERG LINDSAY & CO. LLC

21 registered advisors
Ali Nazir Nensi
NEW YORK, New York
Brian Patrick Kelley
NEW YORK, New York
Cathleen Mary Ellsworth
NEW YORK, New York
Ephraim D Mernick
NEW YORK, New York
Eric Todd Fry
NEW YORK, New York
Jacob J Lew
NEW YORK, New York
James Christopher Pickel Jr
NEW YORK, New York
James Russell Triedman
NEW YORK, New York
Jeffrey Brad Bunder
NEW YORK, New York
John A. Holland
NEW YORK, New York
John Andrew Welsh Werwaiss
NEW YORK, New York
Krishna Kant Agrawal
NEW YORK, New York
Michael William Dees
NEW YORK, New York
Miriam Peyser Goldberg
NEW YORK, New York
Rickie Penstein-Hirt
NEW YORK, New York
Robert Demarest Lindsay
NEW YORK, New York
Robert John Scott Roriston
NEW YORK, New York
Stephen Paul Defalco
NEW YORK, New York
Teresa Elms Lindsay
NEW YORK, New York
Vincent Christopher Ley
NEW YORK, New York
Ward Wilson Woods
NEW YORK, New York
05

Office Locations

NEW YORK, New York
21 advisors

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Data sourced from SEC Form ADV filings. GOLDBERG LINDSAY & CO. LLC (CRD# 141029) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.