GARY GOLDBERG PLANNING SERVICES, LLC

GARY GOLDBERG PLANNING SERVICES, LLC of LOCUST VALLEY, NY is an SEC-registered investment adviser (CRD 173565). Regulatory assets under management: $485.6M.

Registration

Officers, owners & control persons (7)

NameRoleLocation
BARBOSA JANNINE MARISACHIEF OPERATING OFFICER
CATTANI THOMAS ANTHONYCHIEF COMPLIANCE OFFICER
BRUDERMAN MATTHEW JOHNCHAIRMAN AND CHIEF EXECUTIVE OFFICER; CHAIRMAN, BRUDERMAN & COMPANY LLC; CHIEF COMPLIANCE OFFICER (+3 more)
EDWARDS VICTORIA JCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
KLICK ANDREW SCOTTCHIEF COMPLIANCE OFFICER
BRUDERMAN JAMES MATTHEWCHIEF COMPLIANCE OFFICER & PRESIDENT; PRESIDENT
GAUDIO ROBERT EDWARDMANGING DIRECTOR, OPERATIONS

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