Robert Maurice Goodman Iii
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,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert M Goodman, Bobby Goodman, Robert M Goodman Iii, Robert M Goodman, Robert M Goodman Iii Iii
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Videos & Posts
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Contact Information
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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.
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Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MOUNTAIN GOAT WEALTH MANAGEMENT LLC
Contact Information
Main Address
Murray, UTPhone Number
(385) 347-6776# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
71AUM (Assets Under Management)
$6,564,304Similar Advisors
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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.
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State Registrations and Notice Filings
(11/20/2025)
(6/4/2025)
(2/23/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2022About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2022About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Maurice Goodman III's CRS (Customer Relationship Summary).
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