David Goldstein
David Goldstein is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville Beach, FL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
1525-B the Greens Way, 2nd Floor Suite 200, Jacksonville Beach, FL, 32250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David has 50% ownership in Salt Air Wealth Management LLC and 100% ownership in Salt Air Gold LLC. He spends minimal time per week on these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Prudential Securities IncorporatedBroker
State Registrations41 states
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