GARY GOLDBERG PLANNING SERVICES, LLC
SEC file number 801-81097
· LOCUST VALLEY, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$485.6M
Discretionary AUM
$240.7M
Employees
26
Clients
—
Firm
- Address
- 119 BIRCH HILL RD
LOCUST VALLEY, NY 11560 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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Calgary Institute of Counselling Inc. · D · May 5, 2026$100K
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Living on Dongary LLC · D · Nov 20, 2025$1.1M