MG
MG

Marc Goldstein

34 Years of Experience
Broker

Marc Goldstein is a registered investment advisor, based in New York, NY, with 34 years of industry experience.

Location

80 Broad Street, 29th Floor, New York, NY, 10004

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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.

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Other Business Activities

Marc is a passive investor in a scalp micropigmentation business since 2015, dedicating minimal time. He is also a board member of the New York State Troopers Signal 30 Benefit Fund, requiring no time commitment.

Employment History
Current Registrations
Atcap Partners, LLC
August 2022 - Present · 3 yrs 8 mos
Ceros Financial Services, INC.Broker
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - August 2022 · 1 mo
B. Riley Wealth Advisors, INC.
March 2014 - March 2023 · 9 yrs
National Asset Management, INC.
July 2009 - April 2012 · 2 yrs 9 mos
National Securities CorporationBroker
March 2009 - July 2022 · 13 yrs 4 mos
Eastbrook Capital Group LLCBroker
October 1996 - March 2009 · 12 yrs 5 mos
Northeast Securities, INC.Broker
March 1996 - October 1996 · 7 mos
Prime Charter LTD.Broker
January 1993 - March 1996 · 3 yrs 2 mos
Gkn Securities CORP.Broker
October 1992 - January 1993 · 3 mos
Pruco Securities CorporationBroker
July 1991 - April 1992 · 9 mos
The Prudential Insurance Company of AmericaBroker
July 1991 - April 1992 · 9 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Marc Goldstein - Financial Advisor | TrueAdvisor