William Robert Mcgoldrick

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1991 → Present
  Mcgoldrick & Company, Cpa, Cfp
  Marietta, GA
• 07/1998 → 08/2024
  Triad Advisors, Inc.
  Marietta, GA
• 04/2015 → 03/2019
  Wealth And Pension Services Group Inc.
  Marietta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Marietta, GA

Previous Registrations

• 2019-05-09 → 2024-08-23
  Triad Advisors Llc
  Marietta, GA
  Marietta, GA
• 2015-04-25 → 2019-08-14
  Southbridge
  Marietta, GA
  Marrietta, GA
• 2005-10-12 → 2015-10-07
  Vining Financial
  Marietta, GA
  Marietta, GA

Other Businesses

(MCGOLDRICK & COMPANY, CPA, CFP POSITION: OWNER NATURE: S-CORPORATION - PUBLIC ACCOUNTING INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1991 ADDRESS: 6213 ADCOCK RD, HOLLY SPRINGS NC 27540, United States DESCRIPTION: ANSWER PHONES, CLEAN OFFICE, OTHER ADMIN DUTIES, PREPARE FEDERAL AND STATE INCOME TAX RETURNS, MEET WITH CLIENTS, RESPOND TO CLIENT INQUIRIES, RESPOND TO INQUIRIES FROM GOV'T AGENCIES (IRS). ASSIST CLIENTS WITH INCOME TAX ADVICE AND INCOME TAX PLANNING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-24

Designations

• Certified Financial Planner

Other Names

• Rob Mcgoldrick
• William Robert Mcgoldrick