Scott Goldstein
Scott Goldstein is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 38 years of industry experience. Scott 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 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (5)
Regulatory
August 2010Regulatory
July 2008Regulatory
October 2003Customer Dispute
August 1999Customer Dispute
October 1995Other Business ActivitiesSells Insurance
Scott is a managing partner at Intelligent Holdings, Inc., a Florida corporation involved in internet marketing and advertising, dedicating about 10-20% of his time. Scott is also an insurance agent involved in insurance sales.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Gkn Securities CORP.Broker
First American Equities, INC.Broker
Joseph Charles & Assoc., INC.Broker
Paragon Capital CorporationBroker
J. W. Gant & Associates, INC.Broker
State Registrations48 states
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.