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Dylan Grant Goldstein

THE Baker Group, LP

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About Dylan Grant Goldstein

Dylan Grant Goldstein is a registered representative with The Baker Group, LP, a firm registered with FINRA and the SEC. Dylan has been in the industry since April 14, 2024. Dylan holds the Series 7TO and SIE licenses and is currently registered with the firm's branch office in Babylon, NY.

Firm Information

Dylan Goldstein is currently registered with THE Baker Group, LP. THE Baker Group, LP is a Partnership firm that was formed on May 20, 1992. The firm provides investment strategies for financial institutions and other institutional investors. It is registered with the SEC and in 25 states. The firm has 8 registered representatives and 5 investment adviser representatives.

Not reported

Assets Under Management

2

Total Clients

64

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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investment strategies for financial institutions and other institutional investors

Investment strategies for financial institutions and other institutional investors

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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other

Negotiable fees based on % of investable assets per client

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Dylan Goldstein’s Registration & Firm History

NY

04/15/2024 - Present

THE Baker Group, LP (Babylon NY)

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Licenses & Designations

BC

Issued 04/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Grant Goldstein.
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