Matthew R. Goldberg
Professional summary
Matthew Ryan Goldberg, who also goes by Matthew Goldberg, is a registered financial advisor currently at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. located in Poway, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew 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 Matthew Ryan Goldberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2025 - Present
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Office #1: 14259 Danielson St., Poway, CA 92064August 30, 2021 - March 4, 2024
D. M. BRENNER, INC.
Primary Firm SEC Registration
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2025)
Current Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD#: 329575 / SEC#: 801-129456
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,249 |
| AUM (Assets Under Management) | $ 247,832,269 |
Red Flags
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