Stanley Goldring
Stanley Goldring is a registered investment advisor at Arete Wealth Advisors, LLC, based in Melville, NY, with 54 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
425 Broadhollow RD. Suite 325, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1990Other Business Activities
Stanley is a trustee for two brokerage accounts, spending minimal time on investment and administrative decisions. He is also a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Punk, Ziegel & Company, L.P.Broker
Jwgenesis Securities, INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Advest, INC.Broker
Sartorius & CO.Broker
State Registrations2 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.