Marc
Goldstein
Atcap Partners, LLC
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About this Advisor
Marc Goldstein is a financial advisor who works in New York, New York who has 1 year of relevant experience. Goldstein is an employee of Atcap Partners, LLC. During their career, Goldstein has held roles at National Securities Corporation, National Asset Management, Inc, Atcap Partners, LLC, B. Riley Wealth Management and Ceros Financial Services, Inc. Goldstein holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Atcap Partners, LLC is an advisory company based in Rockville, MD. It has offices in four locations and a total of 23 people on staff. It handles $76 million in assets across its 307 accounts, making it one of the smaller firms in the country by assets under management. Of its 307 accounts, just 11% belong to high-net-worth investors who have greater than $1 million in investable assets. Atcap Partners, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services and educational seminars. A financial advisor's fee schedules largely are based on the type of services offered. Fee types charged by Atcap Partners, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atcap Partners, LLC Brokerage Details
$75,590,000
23
307
$246,221
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
- Market timing services
- Educational seminars/workshops
Marc Goldstein Work History
Marc has been registered as a financial advisor for 1 years.*
Atcap Partners, LLC
Ceros Financial Services, Inc
B. Riley Wealth Management
National Securities Corporation
National Asset Management, 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 Marc 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 Atcap Partners, LLC
New York, NY
Cedar Grove, NJ
Rockville, MD
Frisco, TX
Ashburn, VA
Jupiter, FL
New York, NY
Norwalk, CT
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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