Daniel Goldstein
Daniel Goldstein, CFP · Centerport, New York
Daniel Goldstein is a fee-only financial advisor at Daniel Goldstein, CFP in Centerport, New York, who holds the CFP credential. Daniel Goldstein, CFP reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Daniel Goldstein, CFP |
|---|---|
| Based in | Centerport, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $50.7M across 77 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2726433 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Daniel's firm compares
- Daniel Goldstein, CFP's average account is about $658,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Daniel
Is Daniel Goldstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Daniel Goldstein, CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Daniel Goldstein, CFP, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Goldstein based?
Daniel Goldstein is based in Centerport, New York.
What credentials does Daniel Goldstein hold?
Daniel Goldstein holds the CFP credential.
Is Daniel Goldstein registered with the SEC?
Yes. Daniel Goldstein is registered as an investment adviser representative in NY (CRD 2726433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniel Goldstein, CFP manage?
Daniel Goldstein, CFP reports $50.7M across 77 accounts in assets under management.
How do I contact Daniel Goldstein?
Contact details aren't on file yet. Search for Daniel Goldstein, CFP.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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