Mitchell Goldfeld has been an investment adviser representative at RPG Family Wealth Advisory since June 2015, and is not listed among the firm’s executive officers or direct owners. Mitchell Goldfeld holds a B.S. in Economics from State University of New York at Binghamton and an MBA in Finance from Wharton School of Business, University of Pennsylvania.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
Mitchell A. Goldfeld is Senior Managing Director of RPg Family Wealth Advisory. He joined the firm in June 2015 as Director - Wealth Management and Director - Portfolio Management, and has more than 20 years of investment and wealth management experience. Before that he spent six years as Managing Director and Senior Vice-President at Detwiler Fenton Investment Management and was earlier Vice President of Investments at UBS Financial Services Inc. He began his career as an Analyst at Goldman Sachs and later was a Research Analyst at Wellington Management.
Mitchell Goldfeld’s longest registration is the current one, 11 years at RPG Family Wealth Advisory since 2015. Before joining RPG Family Wealth Advisory in 2015, Mitchell Goldfeld was registered through Detwiler Fenton Investment Management LLC and Detwiler Fenton & Co.
- – present · 11 yearsBurlington, MA · Adviser representative · Firm CRD 158528
- Detwiler Fenton Investment Management LLC– · 4 yearsBoston, MA · Adviser representative · Firm CRD 153808
- Detwiler Fenton & Co.– · 1 yearTopsfield, MA · Adviser representative · Firm CRD 1794
- UBS Financial Services Inc.– · 1 yearPeabody, MA · Adviser representative · Firm CRD 8174
Professional designations
Listed by RPG Family Wealth Advisory
- Certified Investment Management Analyst (CIMA)
Investment adviser representative registrations
Mitchell Goldfeld is registered as an investment adviser representative in Massachusetts, since June 2015.
- MassachusettsSince 16 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 November 2011 |
| Series 31 | Futures Managed Funds Examination | 16 January 2004 |
| Series 66 | Uniform Combined State Law Examination | 24 February 2003 |
| Series 7 | General Securities Representative Examination | 12 February 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Mitchell Alan Goldfeld
- CRD
- 1903537
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- 25 BURLINGTON MALL ROAD, SUITE 404, Burlington, MA 01803
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rpgfamilywealthadvisory.com
Where does Mitchell Goldfeld work?
Mitchell Goldfeld is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since June 2015, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Goldfeld a financial advisor?
Yes. Mitchell Goldfeld has a current investment-adviser registration in Massachusetts, through RPG Family Wealth Advisory since June 2015.
How many years of experience does Mitchell Goldfeld have?
Mitchell Goldfeld has 18 years in the financial industry, since March 2008, across 4 adviser firms.
What exams has Mitchell Goldfeld passed?
Mitchell Goldfeld has passed 5 licensing exams: the Series 63, Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 63, was passed in January 1989. FINRA credited Mitchell Goldfeld with the SIE, which began in October 2018.
Where did Mitchell Goldfeld work before RPG Family Wealth Advisory?
Before RPG Family Wealth Advisory, Mitchell Goldfeld was registered through Detwiler Fenton & Co., August 2009 to December 2010; UBS Financial Services Inc., March 2008 to September 2009.
Where is Mitchell Goldfeld based?
Mitchell Goldfeld’s registered office is in Burlington, MA.
Is Mitchell Goldfeld registered with FINRA?
No. Mitchell Goldfeld has no current broker registration.
How can I verify Mitchell Goldfeld’s record?
Search CRD 1903537 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Goldfeld’s full registration record.
