A complete list of active advisors currently associated with Daniel Goldstein, CFP

Warmer can help you find a great advisor at Daniel Goldstein, CFP or one who fits your needs even better.

This independent advisory firm provides portfolio management and financial planning services to individual clients. It manages approximately $50.7 million on behalf of about 72 clients and primarily charges fees calculated as a percentage of assets under management. The firm's Form ADV describes its methods of analysis, investment strategies and risk considerations in Item 8 and notes periodic account reviews in Item 13, with disclosure of investment discretion in Item 16. The brochure indicates the adviser implements portfolios and communicates directly with clients, overseeing reviews and trade execution as outlined in the brokerage and account review sections. Compared with many peers, the combination of roughly $50 million in AUM and a relatively small client base implies a higher average asset level per client, which may correspond with more individualized account attention. The brochure also contains explicit disclosures on personal trading (Item 11), brokerage practices (Item 12) and custody (Item 15), showing the firm documents its compliance and operational practices in detail.

To learn more about the advisors currently working at Daniel Goldstein, CFP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Goldstein	Centerport, NY	3

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