TG
TG

Troy Goldstein

25 Years of Experience
Broker

Troy Goldstein is a registered investment advisor at Proshare Advisors LLC, based in New York, NY, with 25 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 131 clients with $74B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$74.0B
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Troy is a technical specialist and vice president for the International Skating Union/Skating Club N.Y. since 2003. This activity involves figureskating and takes minimal time, with only expenses covered when traveling.

Employment History
Current Registrations
Proshare Advisors LLC
January 2024 - Present · 2 yrs 3 mos
Profunds Distributors, INC.
March 2011 - Present · 15 yrs 1 mo
Profunds Distributors, INC.Broker
March 2011 - Present · 15 yrs 1 mo
Previous Registrations
Proshare Advisors LLC
June 2012 - December 2023 · 11 yrs 6 mos
UBS Financial Services INC.
January 2009 - February 2011 · 2 yrs 1 mo
UBS Financial Services INC.
July 2000 - December 2008 · 8 yrs 5 mos
UBS Financial Services INC.Broker
April 2000 - February 2011 · 10 yrs 10 mos
State Registrations52 states
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Exams
No exam information available for this advisor.