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Dennis Brian Goldstein

Merit Financial Advisors

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About Dennis Brian Goldstein

Dennis Goldstein is a financial advisor with Merit Financial Advisors. Dennis has been a registered representative for over 20 years and has experience in providing investment advice to individuals and businesses. Dennis is also a Certified Public Accountant (CPA) and has experience in tax planning. Dennis is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Dennis Goldstein is currently registered with Merit Financial Advisors. Merit Financial Advisors is an Alpharetta, GA-based financial advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 143 registered representatives and 117 investment advisory professionals serving clients nationwide.
Merit Financial Advisors

2400 LAKEVIEW PARKWAY

ALPHARETTA, GA 30009

$7.25B

Assets Under Management

10

Total Clients

140

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Dennis Goldstein’s Registration & Firm History

WA

02/03/2024 - Present

Merit Financial Advisors (Issaquah WA)

WA

01/05/2006 - 03/01/2024

LPL FINANCIAL LLC (ISSAQUAH WA)

NY

12/02/2003 - 10/12/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

08/01/2002 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Dennis Brian Goldstein. Review regulatory record here.
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