Adam M Goldstein
Investment adviser representative at Ameriprise Financial Services, LLC
8 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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 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
8 years in the industry.
- Ameriprise Financial Services, IncFeb 2020 to now
- Raymond James Financial Services Advisors Inc.Sep 2013 to Feb 2020
- Raymond James Financial ServicesAug 2013 to Feb 2020
- Private Wealth Management At HeathrowJan 2012 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 2744299
- Firm CRD
- 6363