Louis Goldman is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One Financial Plaza, 19th Floor, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis is a Finance Committee Member for the Special Olympics of Rhode Island since 2019, reviewing the organization's investments and assisting in the selection of an investment advisor. This requires minimal time each week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations42 states
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