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Brian Marc Goldman

Success Wealth Management LLC

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About Brian Marc Goldman

Brian Goldman is a financial advisor with Success Wealth Management LLC based in Wexford, Pennsylvania. Brian Goldman holds Series 6, 7, and 63 licenses and has been in the industry since 2012. Prior to joining Success Wealth Management LLC, Brian Goldman was affiliated with Forest Securities, Inc., and Questar Capital Corporation. Brian Goldman provides financial planning and portfolio management for individuals and businesses. Brian Goldman has 937 total accounts with $66,000,000 in assets under management.

Firm Information

Brian Goldman is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Brian Goldman’s Registration & Firm History

PA

10/09/2019 - Present

Success Wealth Management LLC (WEXFORD PA)

IL

03/07/2017 - 06/26/2018

FOREST SECURITIES,INC. (HILLSIDE IL)

PA

03/14/2016 - 11/11/2016

QUESTAR CAPITAL CORPORATION (PITTSBURGH PA)

PA

06/20/2014 - 12/31/2015

THE O.N. EQUITY SALES COMPANY (PITTSBURGH PA)

PA

09/17/2012 - 05/21/2014

NEW ENGLAND SECURITIES (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 12/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/14/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Marc Goldman.
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