IG
Ira S. Goldberg
GITTERMAN WEALTH MANAGEMENT
Edison, NJ 08837
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CRD#: 5767585
IG
Professional summary
Ira Scott Goldberg, who also goes by Ira Goldberg, is a registered financial advisor currently at GITTERMAN WEALTH MANAGEMENT, LLC located in Edison, New Jersey and PERIGON WEALTH MANAGEMENT, LLC located in Edison, New Jersey.
Ira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ira has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ira Goldberg
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.
1) Gitterman Wealth Management; Investment related; 379 Thornall St., 14th Fl, Edison, NJ 08837; Independent RIA; 160 hrs./month- Wealth Management & Financial Planning - branch office of Vanderbilt Securities, LLC; Time spent during regular business hours is 50%. 2) Vanderbilt Insurance Services; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 06/16/17; Time spent during regular business hours - 5%; Compensated with Commissions. 3) Perigon Wealth Management, LLC; Investment Related; 379 Thornall St., 14th Fl, Edison, NJ 08837; Investment Advisor Representative; 10/2025; Time Spent during regular business hours is 50% 4) Licensed insurance agent; Not investment-related; 379 Thornall Street, 6th Floor, Edison, NJ 08837; Insurance sales; Implementation of insurance recommendations; 4 hours per month, 0 during trading hours; Licensed insurance agent
CRS (Client Relationship Summary) - RIA
Click below to view Ira Scott Goldberg's 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®
NoneExperience
Current
February 24, 2015 - Present
GITTERMAN WEALTH MANAGEMENT, LLC
Office #1: 379 Thornall Street 6th Floor, Edison, NJ 08837RIA
CRD#: 153062
Edison, NJ
Current
October 7, 2025 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 379 Thornall Street 8th Floor, Edison, NJ 08837RIA
CRD#: 131037
EDISON, NJ
Current
June 16, 2017 - Present
VANDERBILT SECURITIES, LLC
Office #1: 379 Thornall Street, 6th Floor, Edison, NJ 08837BD
CRD#: 5953
Edison, NJ
Past
February 2, 2015 - June 16, 2017
TRIAD ADVISORS LLC
BD
CRD#: 25803
Edison, NJ
Past
January 3, 2011 - January 23, 2015
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
WOODBRIDGE, NJ
Past
January 3, 2011 - January 23, 2015
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WOODBRIDGE, NJ
Past
August 30, 2010 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
WOODBRIDGE, NJ
Past
June 24, 2010 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WOODBRIDGE, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)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
IAR
New Jersey(2/24/2015)
RR
New Jersey(6/16/2017)
RR
Pennsylvania(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Mission Street Suite 1825, San Francisco, CA 94105
Mailing Address
Phone number
(877) 977-2555
Established
Firm type
Fiscal year end
# of Employees
141
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,456 |
| AUM (Assets Under Management) | $ 8,714,418,958 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2024 | ||
| 10/24/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
