Adviser and broker representative · Goal Wealth Advisory Group, LLC
Eduardo D. Borges
CRD 6675385 · Providence, RI
At a glance
Eduardo D. Borges is an investment adviser representative with Goal Wealth Advisory Group, LLC in Providence, RI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eduardo’s SEC record dates to 2016, about 10 years ago. Eduardo is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Goal Wealth Advisory Group, LLCSince May 2024Providence, RI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Eduardo’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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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