Henry Goldenstein, financial advisor Vernon Hills IL

Henry Goldenstein

CRD Number: 2381347
Current Firm: Cetera Investment Advisers LLC

Henry Goldenstein (CRD# 2381347) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vernon Hills, IL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Goldenstein Wealth Management Lincolnshire, IL Oct 2019 - Current 4
Fsbw Cpas Lincolnshire, IL Jan 2018 - Current 6
Cetera Investment Advisers LLC Schaumburg, IL Jan 2007 - Current 17
Cetera Financial Specialists LLC Schaumburg, IL Jul 1993 - Current 30
Abrams & Steinberg, Pc Lincolnshire, IL Jan 2004 - Dec 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Henry R. Goldenstein
Phone Number: 888-528-2987
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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