Corey Goldstein is a CFP-designated registered investment advisor at Seia, based in Los Angeles, CA, with 8 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,772 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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Regulatory History (1)
Financial
September 2016Other Business Activities
Corey works as an associate advisor for SEIA LLC, focusing on RIA sales and service. This activity takes up Corey's full-time work hours.
Employment History
Current Registrations
Seia
Signature Estate Securities, LLC
Signature Estate Securities, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Severin Investments LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.