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David Goldenberg

Advisor at Cove Capital Management Inc.

Updated today
Cove Capital Management Inc. logo

Firm

Cove Capital Management Inc.

Location

Oyster Bay, NY

Credentials

Series 63, Series 65

Industry experience

12 years

About

David Goldenberg is a financial advisor at Cove Capital Management Inc. in Oyster Bay, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Cove Capital Management since 2011. Cove Capital Management is an independent firm providing discretionary portfolio management and periodic portfolio reviews for individuals, partnerships, pension plans, trusts, and home offices. The firm employs fundamental analysis and a range of active strategies, including long- and short-term trading, short sales, margin transactions, and options writing, with portfolios typically including equities, bonds, mutual funds, ETFs, REITs, and exchange-traded partnerships.

Client services

Based on Cove Capital Management Inc.

Portfolio management

Expertise

Based on Cove Capital Management Inc.

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$1 - $1,000,000: 1.00% Above $1,000,000+: 0.75%

Location

Oyster Bay, NY

Most active in

Florida · New Jersey · New York

Work history

Cove Capital Management Inc.

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies
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Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning
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Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Jared C

Series 63, Series 65

Rye Brook, NY

Five Factor Capital Advisors

Active portfolio management Options & derivatives strategies Passive / index investing

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Neil C

CFP®, Series 63

Bayside, NY

NGC Financial, LLC

Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Retirement income strategy
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