Goldbean

Goldbean (CRD# 170154) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, NY

Financial Advisors at Goldbean
Showing 1 - 2 of 2 top financial advisors.
1
Jane M. Barratt
CRD#: 6312891
43 West 23rd Street, 6th Floor, New York, NY 10010
88
Wealthminder
score

Jane Barratt (CRD# 6312891) is an Investment Advisor Representative working at Goldbean in New York, NY and has over 2 years of experience in the finance industry.

2
Peter J. Zdanowicz
CRD#: 6312838
43 West 23rd Street, 6th Floor, New York, NY 10010
88
Wealthminder
score

Peter Zdanowicz (CRD# 6312838) is an Investment Advisor Representative working at Goldbean in New York, NY and has over 2 years of experience in the finance industry.

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