David M. Goldenberg

COVE CAPITAL MANAGEMENT

Oyster Bay, NY

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CRD#: 4262745

Professional summary

David Martin Goldenberg is a registered financial advisor currently at COVE CAPITAL MANAGEMENT INC. located in Oyster Bay, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Goldenberg's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 19, 2014 - Present

COVE CAPITAL MANAGEMENT INC.

RIA

CRD#: 157912

Oyster Bay, NY

Past

September 7, 2006 - August 3, 2007

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/29/2022)

IAR

New Jersey
(2/19/2014)

IAR

New York
(11/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2006

General Securities Representative Examination

Current Firm

COVE CAPITAL MANAGEMENT INC.

CRD#: 157912 / SEC#:

Florida

Registered Investment Advisory firm - (11/29/2022 Approved)

New Jersey

Registered Investment Advisory firm - (2/19/2014 Approved)

New York

Registered Investment Advisory firm - (7/5/2011 Approved)

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Contact information

Main Address

Oyster Bay, NY

Mailing Address

Phone number

(516) 398-7897

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 21,915,894

Red Flags

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David M. Goldenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Goldenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

COVE CAPITAL MANAGEMENT INC.

CREDIT SUISSE SECURITIES (USA) LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2011

Series 63

Date: 1/19/2007

Series 7

Date: 9/6/2006

Current Firm

COVE CAPITAL MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COVE CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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