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RG

Reese M. Goldberg

SAGETRADER
ENGLEWOOD, NJ 07631
CRD#: 8216954
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RG
Reese Matthew GoldbergSAGETRADER

Professional summary


Reese Matthew Goldberg, who also goes by Reese Goldberg, is a registered financial professional currently at SAGETRADER, LLC located in Englewood, New Jersey.

Reese is registered as a RR (Registered Representative) and started their career in finance in 2026. Reese has worked at 1 firm and has passed the Series 7TO and SIE exams.

Aliases


Reese Goldberg

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) - BD


Click below to view Reese Matthew Goldberg's CRS (Customer Relationship Summary).
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

March 26, 2026 - Present

SAGETRADER, LLC

Office #1: 282 Grand Avenue Suite #2, Englewood, NJ 07631
BD
CRD#: 137862
ENGLEWOOD, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2026
General Securities Representative Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
Nasdaq Texas, LLC

Current Firm


SL
SAGETRADER, LLC
BRIDGE INVESTMENT ADVISORS LLC | VT BROKERS, LLC | SAGETRADER, LLC

CRD#: 137862 / SEC#: , 8-67169

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Mailing Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Phone number
(646) 837-0050
Established
Delaware since 09/29/2003
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BOGERT INVESTMENTS LLCSOLE MEMBER
FORSYTHE, MICHAEL FRANCISCEO2772933
PETERS, ROBERT WILLIAMFINOP1704577
STIPANICH, RYAN CHARLESCHIEF COMPLIANCE OFFICER5053220

Disclosures


Regulatory Event16

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAGETRADER, LLC

CRD#: 137862Englewood, NJ 07631

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