Kevin Goldin
Kevin Goldin is a registered investment advisor at Focused Alpha, LLC, based in Denver, CO, with 32 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 518 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focused Alpha offers investment management services through a wrap fee program, where brokerage commissions and transaction costs are included in the overall fee. The specific fee structure is detailed in the Focused Alpha, LLC Wrap Fee Program Brochure.
Location
1401 Lawrence Street, Suite 1600, Denver, CO, 80202
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Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Kevin is the CEO of Goldin Wealth Management, operating as a DBA for his advisory business since 2021. He is also insurance licensed for life and variable life.
Employment History
Current Registrations
Focused Alpha, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citicorp Investment ServicesBroker
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.