Melvin Goldstein
Melvin Goldstein is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Marlboro, NJ, with 55 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Marlboro, NJ
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Regulatory History (1)
Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Melvin operates under the DBA Advanced Capitol Strategies, Inc. since 2001. Since 2011, Melvin also operates under the non-variable insurance DBA ACS, Inc., selling life, health, disability, and long-term care insurance, as well as group employee benefits, corporate benefits, and pension consulting, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Gerson, Horowitz, Green Securities CORP.Broker
Herzfeld & SternBroker
State Registrations10 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.