Eric Goldstein is a CFP-designated registered investment advisor at Gwn Securities INC., based in Port Washington, NY, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
Port Washington, NY
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Regulatory History
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.
Gwn Securities INC.Broker
Latitude Advisors, LLC
Previous Registrations
Gwn Securities INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Granite Securities, LLCBroker
Obsidian Financial Group LLC
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
1st Global Capital CORP.Broker
Prime Capital Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.