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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Goldenberg is an investment advisor representative at Corient, a firm with offices in Dallas, Texas and Miami, Florida. Adam has been in the industry since 2001 and holds Series 3, 7, and 66 licenses. He has worked with various firms in the past, including American Securities Group, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Goldman, Sachs & Co. Adam specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
11/18/2022 - Present
Corient (DALLAS TX)
TX
08/06/2007 - 10/08/2007
AMERICAN SECURITIES GROUP, INC. (DALLAS TX)
TX
02/16/2005 - 06/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NY
10/18/2001 - 11/11/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2001
Series 3 - National Commodity Futures Examination
Active
Inactive
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