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Yevgeniy Goldenberg

EDGEMONT CAPITAL PARTNERS, L.P.
NEW YORK, NY
·CRD# 5150400·20 years experience

Professional Summary

Yevgeniy Goldenberg, who also goes by Eugene Goldinberg, Yevgeniy Goldinberg, is a registered financial advisor currently at EDGEMONT CAPITAL PARTNERS, L.P. located in New York, New York. Yevgeniy is registered as a RR (Registered Representative) and started their career in finance in 2006. Yevgeniy has worked at 4 firms and has passed the Series 63, SIE, Series 79, Series 86, Series 87, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eugene Goldinberg, Yevgeniy Goldinberg

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

EDGEMONT CAPITAL PARTNERS, L.P.·CRD# 122572
BD
1. 787 7th Avenue 49th Floor, New York, NY, 100192. 787 7th Avenue 49th Floor, New York, NY, 10019
December 13, 2019 - Present
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
New York, NY
December 22, 2017 - November 22, 2019
CAIN BROTHERS & COMPANY, LLC·CRD# 13649
BD
New York, NY
June 26, 2012 - December 22, 2017
SCOTT & STRINGFELLOW, LLC·CRD# 6255
BD
New York, NY
July 6, 2006 - May 1, 2012

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Current Firm

EC
EDGEMONT CAPITAL PARTNERS, L.P.

EDGEMONT CAPITAL PARTNERS, L.P.

CRD#: 122572 / SEC#: 8-65521
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

787 7th Avenue 49th Floor, New York, NY, 10019

Mailing Address

787 7th Avenue 49th Floor, New York, NY, 10019

Phone Number

(212) 867-8935

Established

Delaware since 12/20/2001

Firm Type

Partnership

Fiscal Year End

June

Firm Size

Small

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BLUME, DAVID KEITHLIMITED PARTNER / CEO1705458
SWEARINGEN, JEFFREY BROWNLIMITED PARTNER, POO4588895
GOLDENBERG, YEVGENIYOWNER5150400
EDGEMONT CAPITAL HOLDINGS, LLCGEN. PARTNER—
IVAN, JOHN MICHAELCCO1292150
WAY, GEORGE MICHAELFINOP, PFO4609124

Disclosures

Regulatory Event

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(12/13/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2006About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Jul 2012About the Series 79 exam

Series 86 — Research Analyst Exam - Part I Analysis Module

Passed Sep 2006About the Series 86 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Jul 2006About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Jun 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2023About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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