# Matthew Aaron Goldstein

Matthew Aaron Goldstein is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with EXIT WEALTH ADVISORS.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EXIT WEALTH ADVISORS](https://search.stillhousedata.com/firm/332573) | 2025-05-05 | present | Yes |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2021-03-03 | 2025-05-12 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2012-04-02 | 2021-03-09 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2011-02-02 | 2012-04-02 | — |
| [AMERIPRISE ADVISOR SERVICES, INC.](https://search.stillhousedata.com/firm/5979) | 2003-06-25 | 2009-03-26 | — |
| [CHOREO, LLC](https://search.stillhousedata.com/firm/111221) | 2003-04-14 | 2003-07-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2637415)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2637415.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.