Moshe Goldstein
Investment adviser representative at Aristotle Capital Management, LLC
15 yearsExperience
1 stateRegistered in
$43.5BFirm assets
25 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Foreside Financial Services,LLCOct 2023 to now
- Aristotle Capital Management, LLCApr 2023 to now
- Imst Distributors, LLCJun 2023 to Oct 2023
- J.P. Morgan Securities LLCApr 2020 to Apr 2023
- JPMorgan Chase Bank, N.A.Apr 2020 to Apr 2023
- Ameriprise FinancialNov 2018 to Apr 2020
- Amerprise Financial Services, LLCNov 2018 to Apr 2020
- UnemployedJun 2018 to Nov 2018
- Asi - California State University of Long BeachMar 2018 to May 2018
- Svl Investment ManagementJan 2017 to Dec 2017
- California State University of Long BeachAug 2016 to May 2018
- Israel Ministry of Foreign AffairsMay 2008 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aristotle Capital Management, LLC
$43.5BAssets managed
5,167Clients
20Advisers
25 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
- 7046319
- Firm CRD
- 109876