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Matthew Ryan Goldberg

Blue Sky Capital Consultants Group, Inc.

Poway, CA

CRD 7392858

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Employer firm

Blue Sky Capital Consultants Group, Inc. CRD 329575

$306M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Sky Capital Consultants Group, Inc.

14259 Danielson St., Poway, CA 92064 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-07
  • CA RA
    APPROVED
    Since 2025-03-07

Branch Locations

14259 Danielson St., Poway, CA 92064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.M. Brenner, Inc. Solano Beach CA 03/2021 10/2023
San Diego State & Grossmont Community College San Diego CA 08/2016 03/2021
Blue Sky Capital Consultants Group, Inc. Poway CA 10/2023 Present
  • 03/2021 → 10/2023
    D.M. Brenner, Inc.
    Solano Beach, CA
  • 08/2016 → 03/2021
    San Diego State & Grossmont Community College
    San Diego, CA
  • 10/2023 → Present
    Poway, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-30
  • S65 Uniform Investment Adviser Law Examination
    2021-08-30
Designations
  • Certified Financial Planner
Other Names
  • Matthew Goldberg

View on SEC IAPD

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