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MG

Mathew T. Goldberg

MANHATTAN WEALTH MANAGEMENT GROUP
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 4416675
MG

Professional summary

Mathew Todd Goldberg is a registered financial advisor currently at MANHATTAN WEALTH MANAGEMENT GROUP located in New York, New York and LPL FINANCIAL LLC located in New York, New York.

Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Mathew has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 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 Mathew Todd Goldberg's CRS (Customer Relationship Summary).
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 2, 2026 - Present

MANHATTAN WEALTH MANAGEMENT GROUP

Office #1: 370 Lexington Avenue Suite 1512, New York, NY 10017
RIA
CRD#: 338376
NEW YORK, NY
Current

March 1, 2010 - Present

LPL FINANCIAL LLC

Office #1: 112 W 34th St Fl 18 Ste 18057, New York, NY 10120Office #2: 370 Lexington Ave, Rm 1512, New York, NY 10017
RIA
BD
CRD#: 6413
NEW YORK, NY
Past

August 10, 2021 - January 29, 2026

MPWM ADVISORY SOLUTIONS LLC

RIA
CRD#: 169885
New York, NY
Past

March 1, 2010 - September 8, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEW YORK, NY
Past

March 21, 2005 - March 3, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

March 21, 2005 - March 3, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

June 7, 2002 - March 18, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
COLONIA, NJ
Past

June 7, 2002 - March 18, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 16, 2001 - April 25, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 16, 2001 - April 25, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(2/23/2015)
RR
Florida
(5/2/2013)
RR
Maine
(6/17/2025)
RR
Massachusetts
(1/16/2019)
RR
New Jersey
(3/1/2010)
RR
New York
(3/1/2010)
IAR
New York
(2/2/2026)
RR
South Carolina
(10/28/2025)
RR
Washington
(1/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/15/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/13/2012
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/21/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MW
MANHATTAN WEALTH MANAGEMENT GROUP
GOLDBERG, MATHEW | MWMG ADVISORS, LLC | MANHATTAN WEALTH MANAGEMENT GROUP

CRD#: 338376 / SEC#: 801-134686

RIA
Registered Investment Advisory firm - (11/25/2025 120-Day Approval)
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Contact information

Main Address
370 Lexington Avenue Suite 1512, New York, NY 10017
Mailing Address
Phone number
(212) 810-6961
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- MANHATTAN WEALTH MANAGEMENT GROUP (11/24/2025)
FORM ADV PART 2A - MANHATTAN WEALTH MANAGEMENT GROUP (11/24/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANHATTAN WEALTH MANAGEMENT GROUP

CRD#: 338376New York, NY 10017

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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