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Lawrence Jerome Goldstein

SMP ASSET MANAGEMENT, LLC·LARCHMONT, New York
Clean recordSMP ASSET MANAGEMENT, LLC
1865 PALMER AVENUE, LARCHMONT, NY 10538CRD# 224585Firm CRD# 162653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Jerome Goldstein · LARCHMONT, NY
Registration
CRD #224585 · SMP ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Jerome Goldstein is a registered financial advisor based in LARCHMONT, New York, affiliated with SMP ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SMP ASSET MANAGEMENT, LLC
SMP ASSET MANAGEMENT, LLC
AUM
$200M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SMP ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 224585
Firm CRD# 162653
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Jerome Goldstein offer?
Lawrence Jerome Goldstein specializes in Retirement Planning. Contact their office in LARCHMONT, New York for a consultation.
What are Lawrence Jerome Goldstein's credentials?
Lawrence Jerome Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Jerome Goldstein located?
Lawrence Jerome Goldstein is based in LARCHMONT, New York, working with SMP ASSET MANAGEMENT, LLC. Their office serves clients in the LARCHMONT metropolitan area and surrounding communities.
How does Lawrence Jerome Goldstein charge for services?
Lawrence Jerome Goldstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMP ASSET MANAGEMENT, LLC?
SMP ASSET MANAGEMENT, LLC has approximately 2 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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LARCHMONT, NY

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