Eric Goldstein
Eric Goldstein is a CFP-designated registered investment advisor at Gwn Securities INC., based in Port Washington, NY, with 33 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37,793 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Schedule represents the standard GWN Managed Account Program. Other programs such as Premier, Total Access, and FMAX have separate fee schedules or negotiable rates up to 2.00%.
Fee Estimator
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.
Exams
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