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Moshe Goldstein

Aristotle Capital Management, LLC

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About Moshe Goldstein

Moshe Goldstein is a registered investment advisor representative with Aristotle Capital Management, LLC. Moshe has been in the securities industry since 2019. Moshe has passed the Series 7TO, SIE, and Series 66 exams. Moshe has experience working with a variety of clients, including individuals, corporations, and investment companies. Moshe has also worked for IMST DISTRIBUTORS, LLC, J.P. Morgan Securities LLC, and Ameriprise Financial Services, LLC.

Firm Information

Moshe Goldstein is currently registered with Aristotle Capital Management, LLC. Aristotle Capital Management, LLC is an investment advisor headquartered in Los Angeles, California. They manage a total of $43.67 billion in assets for a variety of clients, including individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. The firm offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. They are also a participant in wrap fee programs.
Aristotle Capital Management, LLC

11100 SANTA MONICA BLVD

LOS ANGELES, CA 90025-0449

$43.67B

Assets Under Management

43

Total Clients

25

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Moshe Goldstein’s Registration & Firm History

CA

06/23/2023 - Present

Aristotle Capital Management, LLC (LOS ANGELES CA)

CA

06/15/2023 - 10/24/2023

IMST DISTRIBUTORS, LLC (LOS ANGELES CA)

NJ

05/20/2020 - 04/10/2023

J.P. MORGAN SECURITIES LLC (Jersey City NJ)

CA

01/08/2019 - 04/08/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Los Angeles CA)

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Licenses & Designations

BOTH

Issued 02/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Moshe Goldstein.
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