Marc Lester Goldstein
Investment adviser representative at Atcap Partners, LLC
13 yearsExperience
1 stateRegistered in
$195.5MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Atcap Partners, LLCAug 2022 to now
- Ceros Financial Services, Inc.Aug 2022 to now
- B. Riley Wealth ManagementJul 2022 to Aug 2022
- National Asset Management, Inc.Jul 2009 to Aug 2022
- National Securities CorporationMar 2009 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Atcap Partners, LLC
$195.5MAssets managed
349Clients
26Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2142352
- Firm CRD
- 158214