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Todd Andrew Goldman

Westmount Partners, LLC

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About Todd Andrew Goldman

Todd Goldman is a financial advisor with Westmount Partners, LLC located in Los Angeles, CA. Todd has been in the industry since 2006 and has been registered with the state of California since 2016. He previously worked at City National Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Todd holds a Series 7 and Series 66 license and is a Certified Financial Planner. He specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Todd provides financial planning, selection of other advisers, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Todd Goldman is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Todd Goldman’s Registration & Firm History

CA

02/25/2016 - Present

Westmount Partners, LLC (Los Angeles CA)

CA

11/06/2008 - 09/30/2014

CITY NATIONAL SECURITIES, INC. (BEVERLY HILLS CA)

CA

12/21/2006 - 05/20/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)

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Licenses & Designations

BOTH

Issued 01/25/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Andrew Goldman.
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