Alyssa Goldstein is a registered investment advisor, based in New York, NY, with 8 years of industry experience.
Location
50 Hudson Yards, Fl 69, New York, NY, 10001
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Advisory Services, INC.
September 2022 - Present · 3 yrs 10 mos
Truist Investment Services, INC.Broker
September 2022 - Present · 3 yrs 10 mos
Truist Investment Services, INC.
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
June 2018 - April 2021 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2018 - April 2021 · 2 yrs 10 mos
Citi Private Advisory, LLCBroker
June 2018 - April 2021 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2016 - May 2018 · 1 yr 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - May 2018 · 2 yrs
State Registrations6 states
CACTILNJNYPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.