Robert M. Goldberg

BLUE COAST FINANCIAL PLANNING

Maple Glen, PA

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CRD#: 7840673

Professional summary

Robert Marvin Goldberg is a registered financial advisor currently at BLUE COAST FINANCIAL PLANNING located in Maple Glen, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Marvin 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®

None

Experience

Current

February 12, 2024 - Present

BLUE COAST FINANCIAL PLANNING

RIA

CRD#: 329371

Maple Glen, PA

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

Pennsylvania
(2/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BLUE COAST FINANCIAL PLANNING

BLUE COAST FINANCIAL PLANNING | BLUE COAST FINANCIAL PLANNING, LLC

CRD#: 329371 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/12/2024 Approved)

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Contact information

Main Address

Maple Glen, PA

Mailing Address

Phone number

(215) 850-9179

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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