AG
AG

Adam Charles Goldenberg

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
520 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

Loading...

Location

5950 Sherry Lane, Suite 600, Dallas, TX, 75225

Get directions

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.

Learn about disclosures →
Other Business Activities

Adam is the Chairman of the Board for Interfaith Family Services, dedicating minimal time to helping people in Dallas get out of poverty. He is also an Investment Committee Member for Trinity Christian Academy Foundation, overseeing investments and working with an investment consultant, also dedicating minimal time.

Employment History
Current Registrations
Corient
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Rgt Wealth Advisors
December 2015 - March 2023 · 7 yrs 3 mos
True North Advisors, LLC
August 2007 - April 2015 · 7 yrs 8 mos
American Securities Group, INC.
August 2007 - August 2007 · 0 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2005 - June 2007 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.