Stuart Goldberg

Stuart Goldberg

Director of Investments

New England Wealth Strategies
50 Charles Lindbergh Blvd., Suite 600
Uniondale, NY 11553

Phone: (516)357-2635
Fax: (516)357-9039
E-mail:

  • Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.
  • Leaders Conference Qualifier: A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Chairman's Council Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.
  • Platinum Club Qualifier: A MetLife Resources honor awarded annually to those Financial Services Representatives who have successfully met all the requirements for Golden Circle membership and achieved the criteria for Platinum Club membership.

As the Investment Specialist, Stuart Goldberg is responsible for growing and overseeing the wealth management arm of the firm. Stuart and his team provide the financial representatives with detailed analysis and support services.

 Since joining New England Wealth Strategies in 2004, Stuart received the New England Financial Star Producer Award, New England Wealth Strategies Edward K. Leaton Firm Development Award, was recognized four times as the New England Wealth Strategies Securities Producer of the Year, named four times to the Platinum Tier for New England Securities’/Met Securities Group Inner Circle,  which recognizes excellence in the areas of client services and investment sales and qualified four times for Master’s Conference.
 
Previously working in a managerial capacity for Fidelity Investments and Bank of Boston, Stuart has over 20 years of experience in the financial services industry. Stuart holds Series 7 and 63 FINRA registrations. He has a BBA in Accounting from Bernard Baruch College of CUNY and a MBA from Fairleigh Dickinson University.
 
A member of the Reconstructionist Synagogue of North Shore (RSNS), he currently sits on the Investment Committee and the Long-Term Planning Committee. 
 
Stuart resides in Manhasset, NY with his wife, Joanne, and daughter, Jillian.
 
Security products offered through New England Securities, member FINRA SIPC. New England Wealth Strategies is a separate entity from NES.