Howard Mark Goldstein
Investment adviser representative at Cetera Investment Advisers LLC
33 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
33 years in the industry.
- Cetera Investment Advisers LLCJan 2000 to now
- Cetera Financial Specialists LLCSep 1999 to now
- Howard M Goldstein CpaNov 1988 to now
- US Department of Defense DcaaSep 2019 to Apr 2021
- Kaplow & Kaplow CpaNov 2017 to Apr 2019
- Aronson & Goldstein LLPDec 2012 to Dec 2020
- Always Best Care Senior ServicesDec 2009 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3222171
- Firm CRD
- 105644