Matthew A. Goldstein

EXIT WEALTH ADVISORS

Boulder, CO 80303

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CRD#: 2637415

Professional summary

Matthew Aaron Goldstein, who also goes by Matt Goldstein, is a registered financial advisor currently at EXIT WEALTH ADVISORS located in Boulder, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Goldstein

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aaron 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®

None

Experience

Current

May 5, 2025 - Present

EXIT WEALTH ADVISORS

Office #1: 3800 Arapahoe Ave,, Boulder, CO 80303

RIA

CRD#: 332573

Boulder, CO

Past

March 3, 2021 - May 12, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Boulder, CO

Past

March 3, 2021 - May 12, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Boulder, CO

Past

April 2, 2012 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BOULDER, CO

Past

April 2, 2012 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BOULDER, CO

Past

February 8, 2011 - April 2, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BOULDER, CO

Past

February 2, 2011 - April 2, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BOULDER, CO

Past

June 25, 2003 - March 26, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

ATLANTA, GA

Past

April 14, 2003 - July 9, 2003

CHOREO, LLC

RIA

CRD#: 111221

DUNWOODY, GA

Past

October 4, 1995 - March 26, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

ATLANTA, GA

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".

EXIT WEALTH ADVISORS

EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS

CRD#: 332573 / SEC#: 801-134540

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

Colorado

Registered Investment Advisory firm - (11/21/2025 Terminated)

Georgia

Registered Investment Advisory firm - (12/22/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/5/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/14/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/3/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 5/17/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 5/29/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

EXIT WEALTH ADVISORS

EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS

CRD#: 332573 / SEC#: 801-134540

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

Colorado

Registered Investment Advisory firm - (11/21/2025 Terminated)

Georgia

Registered Investment Advisory firm - (12/22/2025 Terminated)

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Contact information

Main Address

1040 Cambridge Square Suite C, Alpharetta, GA 30009

Mailing Address

Phone number

(404) 474-8513

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EXIT WEALTH ADVISORS, LLC 2A (9/11/2025)

Regulatory assets under management

Total Number of Accounts	468
AUM (Assets Under Management)	$ 187,236,544

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

Matthew A. Goldstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aaron Goldstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

CHOREO, LLC

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

EXIT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2000

Series 63

Date: 10/24/1995

SIE

Date: 10/1/2018

Series 31

Date: 11/14/2005

Series 7

Date: 10/3/1995

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 24

Date: 5/17/2004

Series 8

Date: 5/29/1998

Current Firm

EXIT WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EXIT WEALTH ADVISORS

TRUST BUT VERIFY

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