Lawrence Ira Goldstein
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Lawrence Ira Goldstein? Claim your profile
Contact this firm
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
23 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Brentwood Financial AdvisorsJun 2019 to now
- Cetera Wealth Services, LLCJun 2019 to now
- Goldstein FinancialJun 2019 to now
- Oppenheimer Asset Management Inc.Apr 2003 to Jun 2019
- Fahnestock & Co. Inc.Jan 2003 to Jun 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 3 states (CA, CO, TX).
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
- 3223787
- Firm CRD
- 105644