Marc Dale Goldstein
Investment adviser representative at Haven Wealth Group
1 stateRegistered in
$514.8MFirm assets
18 yearsFirm in business
2Exams passed
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
No employment history in this record.
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
Haven Wealth Group
Legal name: Haven Wealth Group LLC
$514.8MAssets managed
348Clients
9Advisers
18 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
- 2334828
- Firm CRD
- 148099