Matthew Aaron Goldstein
Investment adviser representative at Exit Wealth Advisors
14 yearsExperience
1 stateRegistered in
$243.2MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Exit Wealth Advisors, LLC.May 2025 to now
- Kestra Advisory Services, LLCMar 2021 to May 2025
- Kestra Investment Services, LLCMar 2021 to May 2025
- U.S. Bancorp Investments, Inc.Mar 2012 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CO).
Exit Wealth Advisors
Legal name: Exit Wealth Advisors, LLC
$243.2MAssets managed
229Clients
2Advisers
Under 1 yearIn 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
- 2637415
- Firm CRD
- 332573