EG
CFP
EG
CFP

Eric W Goldstein

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
Loading...

Location

49 First Street, Ext.Apt.2, Glencove, NY, 11542

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Eric is the president of Eric W. Goldstein, CPA P.C., a full-service accounting firm, dedicating nearly full-time hours. He is also a financial planner and insurance agent with EMG Partners, LLC, spending about 10-20% of his time conducting financial planning, securities, and insurance business.

Employment History
Current Registrations
Gwn Securities INC.
February 2014 - Present · 12 yrs
Gwn Securities INC.Broker
February 2014 - Present · 12 yrs
Latitude Advisors, LLC
February 2010 - Present · 16 yrs
Previous Registrations
Gwn Securities INC.Broker
January 2010 - October 2013 · 3 yrs 9 mos
Medallion Advisory Services, LLC
May 2007 - December 2009 · 2 yrs 7 mos
Medallion Investment Services, INC.Broker
May 2007 - December 2009 · 2 yrs 7 mos
Granite Securities, LLCBroker
January 2004 - May 2007 · 3 yrs 4 mos
Obsidian Financial Group LLC
January 2004 - May 2007 · 3 yrs 4 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - December 2003 · 3 yrs 5 mos
Polaris Financial Services, INC.Broker
January 1998 - July 2000 · 2 yrs 6 mos
1st Global Capital CORP.Broker
May 1997 - December 1997 · 7 mos
Prime Capital Services, INC.Broker
July 1993 - May 1997 · 3 yrs 10 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric W Goldstein - Financial Advisor | TrueAdvisor