Andrew T Peters
Investment adviser representative at Goldstein Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 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
Experience
10 years in the industry.
- Goldstein Advisors, LLCOct 2022 to now
- Arbor Point AdvisorsFeb 2022 to Oct 2022
- Voyos Development Group, LLCDec 2016 to Feb 2022
- Trident Contract Management, LLCMay 2012 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
Goldstein Advisors, LLC
$1.1BAssets managed
1,070Clients
12Advisers
4 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
- 6731901
- Firm CRD
- 323125