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Eric W Goldstein

Latitude Advisors, LLC

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About Eric W Goldstein

Eric Goldstein has been an active advisor for over 25 years. Eric has worked with Latitude Advisors, LLC since 2021 and has been active in the financial industry since 1993. Eric is a Certified Financial Planner and holds a Series 6 and Series 63.

Firm Information

Eric Goldstein is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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

Third party referral fees

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Eric Goldstein’s Registration & Firm History

NY

08/09/2021 - Present

Latitude Advisors, LLC (GLENCOVE NY)

NY

01/06/2010 - 10/28/2013

GWN SECURITIES INC. (PORT WASHINGTON NY)

NY

05/10/2007 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (GLEN COVE NY)

NY

01/02/2004 - 05/07/2007

GRANITE SECURITIES, LLC (WOODBURY NY)

IN

07/08/2000 - 12/31/2003

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NH

01/14/1998 - 07/08/2000

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

TX

05/14/1997 - 12/16/1997

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

NY

07/30/1993 - 05/22/1997

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

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Licenses & Designations

BC

Issued 07/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric W Goldstein.
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