PG
Philip B. Goldfarb
MG PLANNING SERVICES
Woodbury, NY 11797
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CRD#: 7434208
PG
Professional summary
Philip B. Goldfarb is a registered financial advisor currently at MG PLANNING SERVICES, INC. located in Woodbury, New York.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Philip has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Weisberg, Mole', Krantz & Goldfarb, LLP; Not investment-related; 185 Crossways Park Drive Woodbury, New York 11797; Accounting Firm; Partner ; 2/1993; approximately 160 hours per month - all during trading hours; Certified Public Accountant.
CRS (Client Relationship Summary) - RIA
Click below to view Philip B. Goldfarb'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 18, 2022 - Present
MG PLANNING SERVICES, INC.
Office #1: 185 Crossways Park Drive, Woodbury, NY 11797RIA
CRD#: 316672
Woodbury, NY
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.Highlighted states indicate IAR registrations
IAR
New Jersey(10/7/2022)
IAR
New York(2/18/2022)
Current Firm
MP
MG PLANNING SERVICES, INC.
MG PLANNING SERVICES, INC.
CRD#: 316672 / SEC#:
New Jersey
Registered Investment Advisory firm - (10/7/2022 Approved)New York
Registered Investment Advisory firm - (2/18/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
185 Crossways Park Drive, Woodbury, NY 11797
Mailing Address
Phone number
(516) 870-5914
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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