Robyn Sue Goldstein
Investment adviser representative at Aca/prudent Investors Planning Corporation
24 yearsExperience
2 statesRegistered in
$351.4MFirm assets
27 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Market timing
Experience
24 years in the industry.
- Aca/prudent Investors Planning CorporationDec 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Aca/prudent Investors Planning Corporation
$351.4MAssets managed
880Clients
1Advisers
27 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
- 4486022
- Firm CRD
- 47798