Brett Goldstein
Brett Goldstein is a registered investment advisor at Raymond James & Associates, INC., based in San Rafael, CA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4000 Civic Center Drive, Suite 500, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Interactive Brokers CORP.Broker
Citigroup Global Markets INC.Broker
Credit Suisse First Boston LLCBroker
State Registrations23 states
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