Principal and Trustee of the CG Revocable Trust · Marshfield Associates
Chad A. Goldberg
CRD 5636288 · Named on Form ADV at one SEC-registered adviser
At a glance
Marshfield Associates, an SEC-registered wealth manager based in Washington, DC with $8.1 billion in regulatory assets, lists Chad A. Goldberg on its Form ADV as Principal and Trustee of the CG Revocable Trust, a control person.
Firms and roles
- Marshfield AssociatesPrincipal and Trustee of the CG Revocable TrustWealth manager · Washington, DC · $8.1B in regulatory assets
AtlasMembers
Chad’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Christopher M. NiemczewskiPrincipal and Trustee of the CN Revocable Trust, Marshfield Associates
- William G. StottPrincipal, Marshfield Associates
- Carolyn S. MillerPrincipal, Marshfield Associates
- Elise J. HoffmannPrincipal and Trustee of the EH Revocable Trust, Marshfield Associates
- Melissa VinickPrincipal, Marshfield Associates
4 more people named with Chad on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.