Samuel Alan Goldberg

Current Employers

Employment History

• 06/2009 → 05/2018
  Wells Fargo
  Boston, MA
• 05/2018 → Present
  Raymond James Financial Services, Inc.
  Newton Lower Falls, MA
• 05/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Newton Lower Falls, ME
• 10/2006 → Present
  Harlan R. Daman Testimentary Trust
  Newton Lower Falls, MA
• 07/2010 → 02/2025
  Kruegold Asset Management
  Newton Lower Falls, MA
• 06/2018 → Present
  North Atlantic Investment Partners, Llc.
  Newton Lower Falls, MA

Previous Registrations

• 2009-07-10 → 2018-06-04
  Wells Fargo Advisors Financial Network, Llc
  Boston, MA

Other Businesses

(1)Name of Business: Kruegold Asset Management Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Kruegold Asset Management serves as my business name for my Raymond James practise. (2)Name of Business: North Atlantic Investment Partners, LLC. Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/18/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: North Atlantic Investment Partners is my branches DBA.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-31

Designations

Other Names

• Sam Goldberg