# GARY GOLDBERG PLANNING SERVICES INC

GARY GOLDBERG PLANNING SERVICES INC of SUFFERN, NY is an SEC-registered investment adviser.

## Registration

- CRD: 110784
- Type: SEC-registered investment adviser
- SEC file number: 801-13595
- Location: 75 MONTEBELLO RD, SUFFERN, NY, 10901
- Phone: 845-368-2900
- Latest filing: 2015-10-28
- Regulatory AUM: $5.6M
- Discretionary AUM: $5.6M
- Clients: 1
- Accounts: 68

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| GOLDBERG GARY MARK | CEO, SHAREHOLDER; CEO,TREASURER,DIRECTOR; PRESIDENT, SHAREHOLDER (+1 more) | — |
| REITER ARNOLD ELLIOTT | DIRECTOR; SECRETARY | — |
| BARBOSA JANNINE MARISA | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| PURSCHE OLIVER | CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOR | — |
| CATTANI THOMAS ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| DEDEL PETER JD | CHIEF COMPLIANCE OFFICER | — |
| CARBONARI WILLIAM | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110784/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110784/similar
- Related entities: https://search.stillhousedata.com/firm/110784/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110784

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.