Troy
Goldstein

Proshare Advisors LLC

CRD#4121527
Investment Advisor
in Bethesda, MD

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About this Advisor

Troy Goldstein is a financial advisor working out of Bethesda, Maryland with a total of 11 years of industry experience. Goldstein is currently employed by Proshare Advisors LLC. They have worked at Proshare Advisors Llc for their whole career. Goldstein has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Maryland. Proshare Advisors LLC is an advisory company headquartered in Bethesda, MD. It has $53 billion in assets among its 121 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Proshare Advisors LLC performs a few services, such as portfolio management for investment companies and other services. Financial management fees usually vary depending on which service is provided. Fee types billed by Proshare Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

7272 Wisconsin Avenue 21St Floor
Bethesda, MD 20814

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Proshare Advisors LLC Brokerage Details

Total Assets Under Management

$53,251,436,325

MD Average: $6,889,882,315
Total Number of Employees

98

MD Average: 45
Total Number of Accounts

121

MD Average: 765
Average Account Size

$440,094,515

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for investment companies
  • Other

Troy Goldstein Work History

Troy has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Profunds Distributors Inc

*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 Troy 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 Proshare Advisors LLC

John Speicher
Bethesda, MD
Edward Stauderman
Bethesda, MD
Timothy Salzman
Bethesda, MD
Troy Goldstein
Bethesda, MD
Jeremy Herskowitz
New York, NY
Maxwell Aaron
New York, NY
Michael Hurley
Bethesda, MD
William Breen
Bethesda, MD

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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