Scott M. Goldberg
Professional summary
Scott Michael Goldberg is a registered financial advisor currently at EQUITY PLANNING GROUP, INC. located in West Bloomfield, Michigan and OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT located in Bloomfield Hills, Michigan.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Michael Goldberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2010 - Present
EQUITY PLANNING GROUP, INC.
Office #1: 7035 Orchard Lake Road, Suite 700, West Bloomfield, MI 48322July 13, 2026 - Present
OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT
Office #1: 40950 Woodward Ave Suite 200, Bloomfield Hills, MI 48304January 1, 2004 - August 11, 2005
CETERA ADVISORS LLC
July 6, 2000 - January 1, 2004
VESTAX SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2010)
(7/14/2026)
Exams
Current Firm
EQUITY PLANNING GROUP, INC.
CRD#: 112612 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 40,729,843 |
Red Flags
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