Mack R. Golos
Professional summary
Mack Richard Golos, CFP®, who also goes by Mack Golos, is a registered financial advisor currently at BECKER CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Mack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mack has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mack Richard Golos's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2025 - Present
BECKER CAPITAL MANAGEMENT, INC.
Office #1: 1211 Sw 5th Avenue Suite 2185, Portland, OR 97204-3740August 16, 2019 - February 11, 2022
VANGUARD ADVISERS, INC.
July 25, 2019 - February 11, 2022
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
BECKER CAPITAL MANAGEMENT, INC.
CRD#: 110489 / SEC#: 801-11781
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/28/2025)
Exams
Series 7TO
Date: 7/25/2019
General Securities Representative ExaminationCurrent Firm
BECKER CAPITAL MANAGEMENT, INC.
CRD#: 110489 / SEC#: 801-11781
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,019 |
| AUM (Assets Under Management) | $ 4,982,543,115 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/24/2024 | ||
| 10/25/2023 | ||
| 01/27/2023 |
Red Flags
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