DANIEL GOLDSTEIN, CFP

DANIEL GOLDSTEIN, CFP is an SEC-registered investment adviser (CRD 130943). Regulatory assets under management: $50.7M.

Registration

• CRD: 130943
• Type: Registered investment adviser
• Phone: 631-757-9258
• Latest filing: 2026-03-19
• Regulatory AUM: $50.7M
• Discretionary AUM: $50.7M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130943 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search