Matthew Aaron Goldstein
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Goldstein
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS
Contact Information
Main Address
1040 Cambridge Square Suite C, Alpharetta, GA 30009Phone Number
(404) 474-8513# of Employees
7SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
582AUM (Assets Under Management)
$243,222,773Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed May 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Goldstein's CRS (Customer Relationship Summary).
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