Daniel K. Goldstein

DANIEL GOLDSTEIN, CFP

Centerport, NY

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CRD#: 2726433

Professional summary

Daniel Karl Goldstein is a registered financial advisor currently at DANIEL GOLDSTEIN, CFP located in Centerport, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 2 firms and has passed the Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Karl Goldstein's 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

March 27, 2023 - Present

DANIEL GOLDSTEIN, CFP

RIA

CRD#: 130943

Centerport, NY

Past

April 15, 1996 - June 5, 1996

KIRLIN SECURITIES INC.

CRD#: 21210

SYOSSET, NY

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

New York
(3/27/2023)

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Exams

State Security Law Exam

Series 63

Date: 4/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/12/1996

General Securities Representative Examination

Current Firm

DANIEL GOLDSTEIN, CFP

CRD#: 130943 / SEC#:

New York

Registered Investment Advisory firm - (3/30/2004 Approved)

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Contact information

Main Address

Centerport, NY

Mailing Address

Phone number

(631) 757-9258

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	137
AUM (Assets Under Management)	$ 45,730,254

Red Flags

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

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Daniel K. Goldstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Karl Goldstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL GOLDSTEIN, CFP

KIRLIN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/1996

Series 7

Date: 4/12/1996

Current Firm

DANIEL GOLDSTEIN, CFP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DANIEL GOLDSTEIN, CFP

TRUST BUT VERIFY

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