Unclaimed Profile

Kevin Bartholomew Goldstein

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 65Clean record8 years registeredVERNAL POINT ADVISORS, LLC

235 PINE ST, SAN FRANCISCO, CA 94104CRD# 2836776Firm CRD# 166587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Bartholomew Goldstein · SAN FRANCISCO, CA

Registration

CRD #2836776 · VERNAL POINT ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERNAL POINT ADVISORS, LLC

VERNAL POINT ADVISORS, LLC

Jul 2018 – Jun 2024

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · July 20, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERNAL POINT ADVISORS, LLC

CRD 166587 · SEC 801-80962

AUM

$1.6B

Regulatory assets under management

Employees

229 client accounts

Services offered by VERNAL POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERNAL POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Bartholomew Goldstein offer?

Kevin Bartholomew Goldstein specializes in Financial Planning, Investment Management.

What are Kevin Bartholomew Goldstein's credentials?

Kevin Bartholomew Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Bartholomew Goldstein located?

Kevin Bartholomew Goldstein is based in SAN FRANCISCO, California, last registered with VERNAL POINT ADVISORS, LLC.

How does Kevin Bartholomew Goldstein charge for services?

Kevin Bartholomew Goldstein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERNAL POINT ADVISORS, LLC?

VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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