Chad A. Goldberg
Professional summary
Chad Andrew Goldberg, who also goes by Chad Goldberg, is a registered financial advisor currently at MARSHFIELD ASSOCIATES located in Washington, District Of Columbia.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Chad has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chad Andrew Goldberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 30, 2010 - Present
MARSHFIELD ASSOCIATES
Office #1: 1330 Connecticut Ave Nw Suite 400, Washington, DC 20036May 20, 2009 - July 16, 2009
MARSHFIELD ASSOCIATES
Primary Firm SEC Registration
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/30/2010)
(5/9/2022)
(5/9/2022)
Current Firm
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,466 |
| AUM (Assets Under Management) | $ 7,500,657,939 |
Red Flags
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