Daniel R. Goldberg
Professional summary
Daniel Ross Goldberg, CFP®, who also goes by Daniel Goldberg, is a registered financial advisor currently at DIVERSIFIED PORTFOLIOS, INC. located in Bloomfield Hills, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ross Goldberg's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
September 3, 2021 - Present
DIVERSIFIED PORTFOLIOS, INC.
Office #1: 39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304January 17, 2011 - July 9, 2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Primary Firm SEC Registration
DIVERSIFIED PORTFOLIOS, INC.
CRD#: 108942 / SEC#: 801-56371
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2021)
Exams
Series 7TO
Date: 12/15/2022
General Securities Representative ExaminationCurrent Firm
DIVERSIFIED PORTFOLIOS, INC.
CRD#: 108942 / SEC#: 801-56371
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,152 |
| AUM (Assets Under Management) | $ 1,660,883,638 |
Red Flags
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