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Ross Bradley Goldstein

Gemstone Wealth Management

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About Ross Bradley Goldstein

Ross Bradley Goldstein is a financial advisor with Gemstone Wealth Management, based in Delray Beach, FL. Ross has been in the industry since October 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Ross has a Series 7, Series 66 and SIE licenses. Gemstone Wealth Management offers financial planning, portfolio management, and pension consulting services to individuals and businesses.

Firm Information

Ross Goldstein is currently registered with Gemstone Wealth Management. Gemstone Wealth Management is an independent wealth management firm based in [Main Office Location] that provides financial planning, portfolio management, and pension consulting services to individuals and businesses. The firm manages approximately $9.75 million in assets for 14 clients, primarily high-net-worth individuals.

$9.75M

Assets Under Management

1

Total Clients

1

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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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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Ross Goldstein’s Registration & Firm History

FL

10/18/2023 - Present

Gemstone Wealth Management (DELRAY BEACH FL)

FL

10/19/2018 - 08/07/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 11/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Bradley Goldstein.
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