Mitchell GoldsteinCRD Number: 2963346
Current Firm: Kalorama Wealth Strategies, LLC
Mitchell Goldstein (CRD# 2963346) is an Investment Advisor Representative working at Kalorama Wealth Strategies, LLC in Washington, DC and has over 21 years of experience in the finance industry. Mitchell Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Kalorama Wealth Strategies, LLC||Washington, DC||Nov 2009 - Current||9|
|Medallion Advisory Services, LLC||Severna Park, MD||May 2005 - Dec 2009||4|
|Dba Kalorama Wealth Strategies||Washington, DC||May 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 1997|
Total Assets Under Management16MILLIONS
Total Number of Accounts73ACCOUNTS
Average Account Value$213,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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