David Goldstone, financial advisor Denver CO

David Goldstone

CRD Number: 5833273
Current Firm: Condor Capital Wealth Management

David Goldstone (CRD# 5833273) is an Investment Advisor Representative working at Condor Capital Wealth Management in Denver, CO and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Condor Capital Management Denver, CO Sep 2021 - Current < 1
Backend Benchmarking Denver, CO Jun 2019 - Aug 2021 2
Condor Capital Management Denver, CO Nov 2016 - Jun 2019 2
First National Bank Of Omaha Boulder, CO Jun 2012 - Nov 2016 4
First National Capital Markets, Inc. Omaha, NE Sep 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for David J. Goldstone
Phone Number: 732-356-7323
Registered State(s):
  • CO
  • NJ
By the Numbers
  • Total Assets Under Management
    1,676
    MILLIONS
  • Total Number of Accounts
    3,383
    ACCOUNTS
  • Average Account Value
    $495,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NM, NY, PA, SC, TX, VA

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