Berton Goldstein
Berton Goldstein is a registered investment advisor at Cetera Investment Advisers LLC, based in Skokie, IL, with 36 years of industry experience. Berton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8150 Mccormick Blvd, Ste 124, Skokie, IL, 60076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Berton owns a tax and accounting business as a CPA, dedicating about a quarter of their time, and has been a self-employed attorney since 1981, working about 10-20% of their time. Berton also owns Berton I Goldstein Wealth Management Services and is the sole member of an LLC created for office lease purposes, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations14 states
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