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Member · Capital Trust Advisors

Kay P. Goldberg

CRD 4912821 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Trust Advisors, an SEC-registered wealth manager based in SAN Rafael, CA with $403 million in regulatory assets, lists Kay P. Goldberg on its Form ADV as Member.

Firms and roles

AtlasMembers

Kay’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John J. GoldbergManaging Member/chief Compliance Officer, Capital Trust Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.