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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

MATHEW TODD GOLDBERG

Advisor at MANHATTAN WEALTH MANAGEMENT GROUP

NEW YORK, NY

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Search this name across graphsid dfx:ria:d2ebece8-b151-8269-4770-1b7d4b05ffdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 7, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: MANHATTAN WEALTH MANAGEMENT GROUP
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: Sep 24, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 24, 2001
First registration: Jun 7, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4416675

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
MANHATTAN WEALTH MANAGEMENT GROUP	Independent wealth	Feb 2, 2026	n/a	yes	NEW YORK, NY	Current employment
MPWM ADVISORY SOLUTIONS LLC	Independent wealth	Aug 10, 2021	Jan 29, 2026	no	New York, NY\|ALPHARETTA, GA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 21, 2005	Mar 3, 2010	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 7, 2002	Mar 18, 2005	no	COLONIA, NJ	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
MPWM ADVISORY SOLUTIONS LLC	MANHATTAN WEALTH MANAGEMENT GROUP	Jan 29, 2026	Feb 2, 2026	4	Firm change	RIA to new firm
CHASE INVESTMENT SERVICES CORP.	MPWM ADVISORY SOLUTIONS LLC	Mar 3, 2010	Aug 10, 2021	4,178	Firm change after gap	Other
WELLS FARGO ADVISORS	CHASE INVESTMENT SERVICES CORP.	Mar 18, 2005	Mar 21, 2005	3	Firm change	Other

Relationships

Registered with (4)

→ MANHATTAN WEALTH MANAGEMENT GROUPRegistered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ MPWM ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Aug 10, 2021 to Jan 29, 2026factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 21, 2005 to Mar 3, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 7, 2002 to Mar 18, 2005factForm ADV

Dated events

Occurred
Jan 29, 2026
Advisor changed firm
Mathew Todd Goldberg left Mpwm Advisory Solutions Llc for Manhattan Wealth Management Group (registered 2026-02-02)
Form ADVobserved 5 days ago