RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Allan Goldfeder
- Title
- Wealth Advisorreportedprofinserv.netfirm site, Sep 15, 2026
- Designations
- CFPreportedprofinserv.netas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedprofinserv.net“Michael has 25 years of experience in the financial planning industry.”
- Business email
- michael.goldfeder@lpl.comreportedprofinserv.netfirm site, Sep 15, 2026
- Direct business phone
- 631-424-5218reportedprofinserv.netfirm site, Sep 15, 2026
- Professional profile
- profinserv.net/team/michael-goldfederreportedprofinserv.netfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Prospect Financial Services LLC independent RIA currentsince Dec 21, 2021 · Melville, Ny
- The Pinnacle Financial Group independent RIAAug 30, 2021 to Dec 31, 2021 · Melville, Ny
- Osaic Fa, Inc. formerSep 6, 2011 to Jul 27, 2020 · New York, Ny
- Hornor, Townsend & Kent, LLC independent RIAAug 3, 2007 to Jul 28, 2011 · Uniondale, Ny
- Park Avenue Securities LLC BD affiliatedJun 13, 2005 to Jul 24, 2007 · New York, Ny
- The Pinnacle Financial Group to Prospect Financial Services LLCleft Dec 31, 2021, registered Dec 21, 2021 (-10 days) · RIA to a newly registered adviser · moved with a team
- Osaic Fa, Inc. to The Pinnacle Financial Groupleft Jul 27, 2020, registered Aug 30, 2021 (399 days) · Affiliated broker-dealer or bank to independent RIA
- Hornor, Townsend & Kent, LLC to Osaic Fa, Inc.left Jul 28, 2011, registered Sep 6, 2011 (40 days) · Other
- Park Avenue Securities LLC to Hornor, Townsend & Kent, LLCleft Jul 24, 2007, registered Aug 3, 2007 (10 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address