CG
CG

Coleman Barry Goldsmith

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

901 N Broad Street, Suite 400, Rome, GA, 30161

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Coleman sells long-term care insurance policies, dedicating a few hours per week. He also works as an investment advisor for Hyde Park Wealth Advisors, LLC, dedicating nearly full-time hours.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 3 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 3 mos
Dempsey Lord Smith, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Dempsey Lord Smith, LLCBroker
April 2022 - November 2025 · 3 yrs 7 mos
Premium 72 Capital
January 2021 - December 2022 · 1 yr 11 mos
Cabot Lodge Securities LLCBroker
June 2019 - December 2021 · 2 yrs 6 mos
Sandlapper Securities, LLCBroker
June 2014 - May 2019 · 4 yrs 11 mos
Sandlapper Wealth Management, LLC
March 2012 - December 2020 · 8 yrs 9 mos
Colony Park Financial Services LLC.Broker
March 2012 - June 2014 · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
May 2009 - March 2012 · 2 yrs 10 mos
Raymond James & Associates, INC.
May 2009 - March 2012 · 2 yrs 10 mos
Citigroup Global Markets INC.
December 1999 - May 2009 · 9 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - May 2009 · 15 yrs 10 mos
Lehman Brothers INC.Broker
June 1993 - July 1993 · 1 mo
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.