Eric Goldstein (CRD# 1232081) is an Investment Advisor Representative working at Latitude Advisors, LLC in Glen Cove, NY and has over 30 years of experience in the finance industry. Eric Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens, FL | Feb 2014 - Current | 10 |
| Eric W. Goldstein, Cpa P.c. | Port Washington, NY | Mar 2013 - Current | 11 |
| Emg Partners, LLC | Glen Cove, NY | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
- NY
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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