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Richard Michael Goldstein

GOLDSTEIN MUNGER + ASSOCIATES·SAN RAMON, California
Series 2Clean record30 years registeredGOLDSTEIN MUNGER + ASSOCIATES
18 CROW CANYON COURT, SAN RAMON, CA 94583-1786CRD# 2564071Firm CRD# 109620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Michael Goldstein · SAN RAMON, CA
Registration
CRD #2564071 · GOLDSTEIN MUNGER + ASSOCIATES · 30 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Oct 2022 – present
GOLDSTEIN MUNGER + ASSOCIATES
Apr 1996 – Dec 2022
SAN RAMON, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · April 10, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDSTEIN MUNGER + ASSOCIATES
CRD 109620 · SEC 801-56711
AUM
$997M
Regulatory assets under management
Employees
6
365 client accounts
Services offered by GOLDSTEIN MUNGER + ASSOCIATES
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOLDSTEIN MUNGER + ASSOCIATES →
Introduction

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05

Frequently Asked Questions

What services does Richard Michael Goldstein offer?
Richard Michael Goldstein specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Richard Michael Goldstein's credentials?
Richard Michael Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Michael Goldstein located?
Richard Michael Goldstein is based in SAN RAMON, California, working with GOLDSTEIN MUNGER + ASSOCIATES. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Richard Michael Goldstein charge for services?
Richard Michael 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 GOLDSTEIN MUNGER + ASSOCIATES?
GOLDSTEIN MUNGER + ASSOCIATES has approximately 6 employees and manages $997M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Glenn Munger
SAN RAMON, CA

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