Melvin
Goldstein

Lpl Financial LLC

CRD#224606
Investment Advisor
in New York, NY
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About this Advisor

Melvin Goldstein is an advisor based in New York, New York. Currently an investment advisor with Lpl Financial LLC, they have gathered 17 years of professional experience as a registered investment advisor. Goldstein has a Series 63 license, which qualifies them as a securities representative. Goldstein can operate in Texas. Goldstein has spent their whole career at Lpl Financial LLC. Lpl Financial LLC is headquartered in New York, New York, and operates out of 8,011 brick-and-mortar locations in the United States. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

280 Madison Ave Rm 600
New York, NY 10016

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

NY Average: $16,012,751,954
Total Number of Employees

22,790

NY Average: 118
Total Number of Accounts

786,525

NY Average: 4,567
Average Account Size

$202,281

NY Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Melvin Goldstein Work History

Melvin has 17 years of experience.

2001 - Present (18 years)

Linsco / Private Ledger Corp

Disclosures

Melvin Goldstein has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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