Dakota Wealth Solutions, LLC
Dakota Wealth Solutions, LLC (CRD# 165708) is a financial advisory firm headquartered in Mount Laurel, NJ. They manage $1,005,998 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$41,917
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Stephen Goldstein (CRD# 2426136) is an Investment Advisor Representative working at Dakota Wealth Solutions, LLC in Mount Laurel, NJ and has over 12 years of experience in the finance industry. Stephen 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.
Marlina Randazzo (CRD# 4472066) is an Investment Advisor Representative working at Dakota Wealth Solutions, LLC in Chandler, AZ and has over 7 years of experience in the finance industry.