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
Daniel Goldstein, Cfp
By the Numbers
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Total Assets Under Management41MILLION
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Total Number of Accounts129ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Daniel Goldstein, Cfp
1
Daniel Goldstein (CRD# 2726433) is an Investment Advisor Representative working at Daniel Goldstein, Cfp in Centerport, NY and has over 28 years of experience in the finance industry.
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