David Joseph Goldstone
Investment adviser representative at Condor Capital Wealth Management
14 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets
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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
Experience
14 years in the industry.
- Condor Capital Wealth ManagementOct 2021 to now
- Condor Capital ManagementSep 2021 to now
- Backend BenchmarkingJun 2019 to Aug 2021
- Condor Capital ManagementNov 2016 to Jun 2019
- First National Bank of OmahaJun 2012 to Nov 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, NJ).
Condor Capital Wealth Management
Legal name: Condor Capital Management
$2.2BAssets managed
879Clients
17Advisers
37 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
- 5833273
- Firm CRD
- 104920