Alexander
Goldstein
Gps Wealth Strategies Group, LLC
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About this Advisor
Alexander Goldstein is a financial advisor who works out of Englewood, Colorado with 4 years of relevant experience. Goldstein is currently employed by Gps Wealth Strategies Group, LLC. Over the course of their career, they have held roles at Colorado State University, Group Publishing, Old Chicago, Pi Beta Phi, Lpl Financial, LLC and Gps Wealth Strategies Group, LLC. Goldstein holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Texas. Gps Wealth Strategies Group, LLC is a registered investment business that has its headquarters in Englewood, CO. The investment advisory business has offices in eight locations and a total of 36 people on staff. It has $880 million in assets across its 4,514 customer accounts, making it one of the bigger firms in the country by assets under management. The firm serves seven charitable organizations. Of its 4,514 client accounts, 25% are held by high-net-worth investors who have greater than $1 million in investable assets. Gps Wealth Strategies Group, LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by Gps Wealth Strategies Group, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gps Wealth Strategies Group, LLC Brokerage Details
$879,899,427
36
4,514
$194,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Alexander Goldstein Work History
Alexander has been registered as a financial advisor for 4 years.*
Gps Wealth Strategies Group, LLC
Lpl Financial, LLC
Gps Wealth Strategies Group, LLC
Group Publishing
Old Chicago
Pi Beta Phi
Colorado State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gps Wealth Strategies Group, LLC
Littleton, CO
Englewood, CO
Englewood, CO
Littleton, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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