Grant Goldstein
CRD Number: 7692917Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Grant Goldstein (CRD# 7692917) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Simi Valley, CA and has 1 year of experience in the finance industry.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Simi Valley, CA | Feb 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Simi Valley, CA | Jan 2023 - Current | 1 |
California Polytechnic Institute | San Luis Obispo, CA | Sep 2019 - Dec 2022 | 3 |
One Capital Management | Westlake Village, CA | Jun 2022 - Sep 2022 | < 1 |
Slo Life Company, LLC | San Luis Obispo, CA | Mar 2021 - Jun 2021 | < 1 |
Agoura High School | Agoura Hills, CA | Sep 2015 - Jun 2019 | 3 |
Lindero Canyon Middle School | Agoura Hills, CA | Sep 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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