Marc Matthew Goldstein is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-15 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-04-11 | 2016-11-08 | — |
| CITICORP INVESTMENT SERVICES | 2005-01-28 | 2006-01-27 | — |