Best Investors Account Sign in
Inactive

Mitchell Alan Goldfeld

Rpg Family Wealth Advisory, LLC

Burlington, MA

Claim This Profile
Current Employers
Rpg Family Wealth Advisory, Llc

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-06-16
  • MA RA
    APPROVED
    Since 2015-06-16

Branch Locations

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Rpg Family Wealth Advisory, Llc Burlington MA 06/2015 Present
Previous Registrations
  • 2010-08-25 → 2015-07-01
    Detwiler Fenton Investment Management Llc
    Boston, MA
  • 2009-08-21 → 2010-12-01
    Detwiler Fenton & Co.
    Topsfield, MA
    Boston, MA
    Boston, MA
  • 2008-03-17 → 2009-09-01
    Ubs Financial Services Inc.
    Peabody, MA
    Peabody, MA
Other Businesses

MUSIC AND BAND PROMOTIONS 2 HOUR PER MONTH, NOT INVESTMENT RELATED AND RECEIVES NO COMPENSATION SAVE SERVE, BOARD OF ADVISORS, 46 OTTAWA ROAD SOUTH, MIDDLEBORO, NJ 07746 WORKS APPROXIMATELY ONE HOUR PER MONTH AND THE BUSINESS IS NOT INVESTMENT RELATED. CHAIRMAN OF NORTH SHORE JAZZ PROJECT - NOT INVESTMENT RELATED AND RECEIVES NO COMPENSATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-24
S63 Uniform Securities Agent State Law Examination 1989-01-13
  • S66 Uniform Combined State Law Examination
    2003-02-24
  • S63 Uniform Securities Agent State Law Examination
    1989-01-13
Other Names
  • Mitch Goldfeld
  • Mitchell A Goldfeld

View on SEC IAPD

Other Firms

RISK PARADIGM GROUP, LLC
EDELMAN FINANCIAL ENGINES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONEPOINT BFG WEALTH PARTNERS
GREENWAY FINANCIAL ADVISORS LLC
ARCADIA FUNDS
RAYMOND JAMES & ASSOCIATES, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC

Other Investors

Ryan Richard Kolden
WILLIAM T EATON
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN
KEVIN JAMES YORKEY

Other Offices

RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA
GREENWAY FINANCIAL ADVISORS LLC · BURLINGTON, MA

More in Burlington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor