Daniel GoldschmidtCRD Number: 5043278
Current Firm: A.g.p / Alliance Global Partners
Daniel Goldschmidt (CRD# 5043278) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 15 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|A.g.p. / Alliance Global Partners||New York, NY||Mar 2021 - Current||< 1|
|Aegis Capital Corp||New York, NY||Jul 2015 - Mar 2021||5|
|Unemployed||New York, NY||May 2015 - Jul 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Sep 2005 - May 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,274MILLIONS
Total Number of Accounts4,468ACCOUNTS
Average Account Value$285,109
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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