Daniel Michael Goldstein
Investment adviser representative at Andersen
10 yearsExperience
1 stateRegistered in
CFADesignation
$6.3BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- AndersenAug 2024 to now
- Andersen Tax LLCMay 2022 to now
- United IncomeNov 2020 to May 2022
- Icma-rcJul 2016 to Nov 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (VA).
Andersen
Legal name: Andersen Tax LLC
$6.3BAssets managed
612Clients
22Advisers
23 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
- 2564340
- Firm CRD
- 124205