Kevin
Goldin

Focused Alpha, LLC

CRD#2438189
Investment Advisor
in Denver, CO

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About this Advisor

Kevin Goldin is a financial advisor who works in Denver, Colorado who has 2 years of relevant experience. Goldin is an advisor for Focused Alpha, LLC. Their career trajectory has included roles at Morgan Stanley, Focused Alpha, LLC and Morgan Stanley Private Bank, N.A. Goldin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Focused Alpha, LLC is a financial advisory firm headquartered in Denver, CO. It has $258 million in assets under management among its 689 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 689 customer accounts, 29% are associated with high-net-worth investors who have greater than $1 million in assets. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on the financial services. Fee types billed by Focused Alpha, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1401 Lawrence Street Suite 1600
Denver, CO 80202

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Focused Alpha, LLC Brokerage Details

Total Assets Under Management

$257,531,187

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

689

CO Average: 1,101
Average Account Size

$373,775

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kevin Goldin Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Focused Alpha, LLC

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2009 - 2021 (12 years)

Morgan Stanley

*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 Kevin Goldin 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 Focused Alpha, LLC

Joshua Goldin
Denver, CO
Mary Flaherty
Denver, CO
Daniel Barotz
Denver, CO
David Taeb
Denver, CO
Kevin Goldin
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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