Alexander Goldstein, financial advisor Greenwood Village CO

Alexander Goldstein

CRD Number: 6598322
Current Firm: Gps Wealth Strategies Group, LLC

Alexander Goldstein (CRD# 6598322) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Gps Wealth Strategies Group, LLC Greenwood Village, CO Nov 2019 - Current 4
Lpl Financial, LLC Greenwood Village, CO Jan 2016 - Current 8
Gps Wealth Strategies Group, LLC Greenwood Village, CO Jan 2017 - Nov 2019 2
Colorado State University Fort Collins, CO Aug 2012 - Dec 2015 3
Group Publishing Loveland, CO Feb 2015 - Aug 2015 < 1
Old Chicago Fort Collins, CO Aug 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Alexander L. Goldstein
Phone Number: 7204145412
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,068
    MILLIONS
  • Total Number of Accounts
    4,455
    ACCOUNTS
  • Average Account Value
    $239,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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