Keith Goldstein
Keith Goldstein is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 36 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
68 S Service Rd Ste 200, [Mi-Rbo], Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
H&r Block Financial Advisors, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Butcher & Singer INC.Broker
State Registrations13 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.
Exams
More Advisors
- Jae GalWells Fargo Advisors
- Alan RoseWells Fargo Advisors
- Linda KoszalkaWells Fargo Advisors
- Barry CahnWells Fargo Advisors
- Mitchell FischerWells Fargo Advisors
- Michael RosenWells Fargo Advisors