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Sheldon Michael Goldman

Goldman Wealth Management

San Diego, CA

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Current Employers
Goldman Wealth Management

12544 High Bluff Drive Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-23
AZ RA APPROVED 2020-03-27
TX RA APPROVED 2017-11-02
  • CA RA
    APPROVED
    Since 2025-10-23
  • AZ RA
    APPROVED
    Since 2020-03-27
  • TX RA
    APPROVED
    Since 2017-11-02

Branch Locations

12544 High Bluff Drive Suite 200, San Diego, CA 92130 • 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
Hoylecohen, Llc San Diego CA 04/2006 10/2016
Steel Peak Wealth Management San Diego CA 10/2016 Present
Goldman Wealth Management San Diego CA 10/2016 Present
Goldman Wealth Management San Diego CA 09/2017 Present
Previous Registrations
  • 2016-10-14 → 2017-11-17
    Steelpeak Wealth, Llc
    Los Angeles, CA
  • 2006-09-25 → 2016-11-11
    Hoylecohen, Llc
    San Diego, CA
  • 2004-08-05 → 2008-10-21
    Mid Atlantic Financial Management, Inc.
    San Diego, CA
  • 2004-10-07 → 2006-09-13
    Hoylecohen,Inc.
    San Diego, CA
Other Businesses

Independent Insurance Agent(Accident/Health/Life); Investment-related; 09/2008 - Present; Approx. 2-3 hours / month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-04
S63 Uniform Securities Agent State Law Examination 1994-03-21
  • S65 Uniform Investment Adviser Law Examination
    2004-09-04
  • S63 Uniform Securities Agent State Law Examination
    1994-03-21
Designations

View on SEC IAPD

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Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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