Daniel Goldstein, Cfp

Daniel Goldstein, Cfp (CRD# 130943) is a financial advisory firm headquartered in , . They manage $40,686,662 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $315,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Daniel Goldstein, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Goldstein, financial advisor Centerport NY
Daniel K. Goldstein
CRD#: 2726433
Centerport, NY

Daniel Goldstein (CRD# 2726433) is an Investment Advisor Representative working at Daniel Goldstein, Cfp in Centerport, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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