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Adam Goldberg

Dumont & Blake Investment Advisors LLC

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About Adam Goldberg

Adam Goldberg is a Registered Investment Advisor with Dumont & Blake Investment Advisors LLC in Princeton, New Jersey. Adam Goldberg has been in the financial services industry since 1992. In the past, Adam Goldberg was employed by R. Seelaus & Co.,Inc., Robert Thomas Securities, Inc and PaineWebber Incorporated. Dumont & Blake Investment Advisors LLC provides investment advisory services for individuals, businesses, and charitable organizations. Adam Goldberg is a registered investment advisor in New Jersey. The firm has approximately $490 million in regulatory assets under management.

Firm Information

Adam Goldberg is currently registered with Dumont & Blake Investment Advisors LLC. Dumont & Blake Investment Advisors LLC is an investment advisory firm based in PRINCETON, NJ that manages approximately $490 million in assets for 896 clients. They offer portfolio management services for individuals and corporations, and participate in wrap fee programs. The firm specializes in working with high-net-worth individuals and charitable organizations.
Dumont & Blake Investment Advisors LLC

731 ALEXANDER ROAD

PRINCETON, NJ 08540

$490.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Goldberg’s Registration & Firm History

NJ

06/23/2014 - Present

Dumont & Blake Investment Advisors LLC (PRINCETON NJ)

NJ

04/17/1996 - 11/24/1999

R. SEELAUS & CO.,INC. (CHATHAM NJ)

FL

01/31/1994 - 04/08/1996

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NJ

12/24/1992 - 02/09/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 02/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Goldberg.
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