# BRETT M GOLDSTEIN

BRETT M GOLDSTEIN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with RAYMOND JAMES & ASSOCIATES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2024-05-21 | present | Yes |
| [BLEAKLEY FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/318366) | 2022-06-29 | 2024-05-21 | — |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2015-09-16 | 2022-07-20 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2012-04-17 | 2015-09-16 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-12-24 | 2012-04-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5364440)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5364440.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.