Joshua Samuel Goldberg

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2013 → 05/2017
  Brandeis University
  Waltham, MA
• 05/2017 → 08/2018
  Axa Advisors, Llc.
  New York, NY
• 09/2018 → Present
  Gyl Financial Synergies, Llc
  West Hartford, CT
• 11/2024 → Present
  Focus Partners Wealth, Llc
  Saint Louis, MO

Previous Registrations

• 2018-09-26 → 2024-12-06
  Gyl Financial Synergies, Llc
  West Hartford, CT
  Westport, CT
  West Hartford, CT
• 2017-11-17 → 2018-08-16
  Equitable Advisors, Llc
  New York, NY
  West Hartford, CT
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-11-10

Designations

• Certified Financial Planner