Brett Goldstein
Brett Goldstein is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 14 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.
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Assets Under Management
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Location
320 Park Avenue, Fl 9, New York, NY, 10022
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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.Broker
Raymond James & Associates, INC.
Previous Registrations
Bleakley Financial Group, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations19 states
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