Carmen Goldsmith, financial advisor San Francisco CA

Carmen Goldsmith

CRD Number: 4259537
Current Firm: Mml Investors Services, LLC

Carmen Goldsmith (CRD# 4259537) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Mass Mutual Life Insurance San Francisco, CA Apr 2002 - Current 18
Mml Investors Services Inc. San Francisco, CA Apr 2002 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Carmen C. Goldsmith
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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