# GARY GOLDBERG PLANNING SERVICES, LLC

GARY GOLDBERG PLANNING SERVICES, LLC of LOCUST VALLEY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 173565
- Type: SEC-registered investment adviser
- SEC file number: 801-81097
- Location: 119 BIRCH HILL RD, LOCUST VALLEY, NY, 11560
- Phone: (516) 609-0291
- Latest filing: 2022-11-04
- Regulatory AUM: $485.6M
- Discretionary AUM: $240.7M
- Non-discretionary AUM: $244.8M
- Clients: 26
- Accounts: 488

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| BARBOSA JANNINE MARISA | CHIEF OPERATING OFFICER | — |
| CATTANI THOMAS ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| BRUDERMAN MATTHEW JOHN | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; CHAIRMAN, BRUDERMAN & COMPANY LLC; CHIEF COMPLIANCE OFFICER (+3 more) | — |
| EDWARDS VICTORIA J | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| KLICK ANDREW SCOTT | CHIEF COMPLIANCE OFFICER | — |
| BRUDERMAN JAMES MATTHEW | CHIEF COMPLIANCE OFFICER & PRESIDENT; PRESIDENT | — |
| GAUDIO ROBERT EDWARD | MANGING DIRECTOR, OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173565/similar
- Related entities: https://search.stillhousedata.com/firm/173565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173565

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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.