Eric W. Goldstein

LATITUDE ADVISORS

Port Washington, NY

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CRD#: 1232081

Professional summary

Eric W Goldstein, CFP® is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Port Washington, New York and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 03/01/2013 TO PRESENT - ERIC W. GOLDSTEIN, CPA P.C. - 33 OLDWOOD ROAD, PORT WASHINGTON, NY 11050; TITLE-PRESIDENT: DUTIES-FULL-SERVICE ACCOUNTING FIRM; TIME SPENT-90%; COMPENSATED BY SALARY. 2. 01/01/2004 TO PRESENT - EMG PARTNERS, LLC 49 FIRST STREET EXT. APT. 2, GLEN COVE, NY 11542; TITLE-FINANCIAL PLANNER/INSURANCE AGENT; DUTIES-CONDUCT FINANCIAL PLANNING, SECURITIES & INSURANCE BUSINESS; TIME SPENT-10%; COMPENSATED BY PARTNER DRAW. 3. LATITUDE ADVISORS, LLC - IA REP - COMPENSATED VIA FEES - 01/2010

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric W Goldstein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 24, 2010 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Port Washington, NY

Current

February 24, 2014 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764

RIA

CRD#: 128929

Palm Beach Gardens, FL

Past

January 6, 2010 - October 28, 2013

GWN SECURITIES INC.

CRD#: 128929

PORT WASHINGTON, NY

Past

May 10, 2007 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

GLEN COVE, NY

Past

May 10, 2007 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

GLEN COVE, NY

Past

January 2, 2004 - May 7, 2007

OBSIDIAN FINANCIAL GROUP, LLC

RIA

CRD#: 104255

COMMACK , NY

Past

January 2, 2004 - May 7, 2007

OBSIDIAN FINANCIAL GROUP, LLC

CRD#: 104255

WOODBURY, NY

Past

July 8, 2000 - December 31, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

January 14, 1998 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

Past

May 14, 1997 - December 16, 1997

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

July 30, 1993 - May 22, 1997

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

POUGHKEEPSIE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(2/24/2014)

IAR

New York
(8/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/29/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/29/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric W. Goldstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric W Goldstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

OBSIDIAN FINANCIAL GROUP, LLC

OBSIDIAN FINANCIAL GROUP, LLC

OSAIC FS, INC.

POLARIS FINANCIAL SERVICES, INC.

1ST GLOBAL CAPITAL CORP.

PRIME CAPITAL SERVICES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/29/1993

SIE

Date: 10/1/2018

Series 6

Date: 7/29/1993

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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