Robert M. Goodman
Professional summary
Robert Maurice Goodman III, who also goes by Robert M Goodman, Bobby Goodman, Robert M Goodman III, Robert M Goodman, Robert M Goodman III Iii, is a registered financial advisor currently at MOUNTAIN GOAT WEALTH MANAGEMENT LLC located in Murray, Utah.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 2 firms and has passed the Series 65, Series 99TO, SIE, Series 7, Series 4, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Maurice Goodman III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2025 - Present
MOUNTAIN GOAT WEALTH MANAGEMENT LLC
December 17, 2015 - June 4, 2025
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2025)
Exams
Series 99TO
Date: 2/2/2023
Operations Professional ExaminationCurrent Firm
MOUNTAIN GOAT WEALTH MANAGEMENT LLC
CRD#: 332464 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 1,970,468 |
Red Flags
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