Michael
Goldston

Thoroughbred Financial Services, LLC

CRD#867394
Investment Advisor
in Brentwood, TN

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About this Advisor

Michael Goldston is a financial advisor based in Brentwood, Tennessee, working with Thoroughbred Financial Services, LLC. Michael has previously held positions at High Meadow Alpacas and Thoroughbred Financial Services, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Michael is part of Thoroughbred Financial Services, LLC, which operates out of Brentwood, Tennessee. The firm has 3 offices and 34 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Thoroughbred Financial Services, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

5110 Maryland Way Suite 300
Brentwood, TN 37027

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Thoroughbred Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,913,693,892

TN Average: $730,596,643
Total Number of Employees

34

TN Average: 15
Total Number of Accounts

6,330

TN Average: 968
Average Account Size

$460,299

TN Average: $754,749

Investment Advisory Services

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

Michael Goldston Work History

2009 - Present (15 years)

Thoroughbred Financial Services, LLC

2003 - Present (21 years)

High Meadow Alpacas

Disclosures

Please visit the SEC profile of Michael Goldston 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 Thoroughbred Financial Services, LLC

Daniel Parker
Brentwood, TN
Martha Walthall
Brentwood, TN
Raymond Mockmore
Brentwood, TN
Katherine Wilson
Brentwood, TN
Thomas Weddington
Jackson, TN
Paige Parker
Brentwood, TN
James Reynolds
Knoxville, TN
Daniel Carnine
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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