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RIA / WealthAdvisor34 years in industry

MICHAEL SCOTT GOLDBERG

Advisor at BBR PARTNERS, LLC

NEW YORK, NY | Margate City, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65b0cae7-ccd3-64bc-2c30-e00157d50f4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jun 12, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Scott Goldberg

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BBR PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jul 31, 1992
First registration: Jun 12, 2002
Dual registered: no
Other names: MIKE GOLDBERG
IAPD individual key: 2239351

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BBR PARTNERS, LLC	Independent wealth	Mar 30, 2021	n/a	yes	NEW YORK, NY\|Margate City, NJ	Current employment
CMS FUND ADVISERS, INC.	n/a	Nov 1, 2002	Aug 26, 2003	no	PHILADELPHIA, PA	Previous registration
CMS INVESTMENT RESOURCES, LLC	n/a	Jun 12, 2002	Dec 6, 2002	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CMS FUND ADVISERS, INC.	BBR PARTNERS, LLC	Aug 26, 2003	Mar 30, 2021	6,426	Firm change after gap	Other
CMS INVESTMENT RESOURCES, LLC	CMS FUND ADVISERS, INC.	Dec 6, 2002	Nov 1, 2002	-35	Firm change after gap	Other

Relationships

Registered with (3)

→ BBR PARTNERS, LLCRegistered adviserregistration: current employment
Mar 30, 2021 to presentfactForm ADV
→ CMS FUND ADVISERS, INC.Registered adviserregistration: previous registration
Nov 1, 2002 to Aug 26, 2003factForm ADV
→ CMS INVESTMENT RESOURCES, LLCRegistered adviserregistration: previous registration
Jun 12, 2002 to Dec 6, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65b0cae7-ccd3-64bc-2c30-e00157d50f4f
First observed: Jun 12, 2002
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL SCOTT GOLDBERG

Advisor at BBR PARTNERS, LLC

NEW YORK, NY | Margate City, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65b0cae7-ccd3-64bc-2c30-e00157d50f4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BBR PARTNERS, LLC

Independent wealth

Mar 30, 2021

n/a

yes

NEW YORK, NY|Margate City, NJ

Current employment

CMS FUND ADVISERS, INC.

n/a

Nov 1, 2002

Aug 26, 2003

PHILADELPHIA, PA

Previous registration

CMS INVESTMENT RESOURCES, LLC

n/a

Jun 12, 2002

Dec 6, 2002

PHILADELPHIA, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CMS FUND ADVISERS, INC.

BBR PARTNERS, LLC

Aug 26, 2003

Mar 30, 2021

6,426

Firm change after gap

Other

CMS INVESTMENT RESOURCES, LLC

CMS FUND ADVISERS, INC.

Dec 6, 2002

Nov 1, 2002

-35

Firm change after gap

Other