Unclaimed Profile

Michael Scott Goldstein

BRACCO ASSET MANAGEMENT, LP·RYE, New York

SIE, Series 3, Series 7, Series 66Clean record23 years registeredBRACCO ASSET MANAGEMENT, LP

411 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 2596189Firm CRD# 326536

Profile Verification

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

Identity

Michael Scott Goldstein · RYE, NY

Registration

CRD #2596189 · BRACCO ASSET MANAGEMENT, LP · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRACCO ASSET MANAGEMENT, LP

LORD, ABBETT & CO. LLC

Oct 2002 – Dec 2010

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · October 8, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRACCO ASSET MANAGEMENT, LP

CRD 326536 · SEC 801-128162

AUM

$276M

Regulatory assets under management

Employees

3 client accounts

Services offered by BRACCO ASSET MANAGEMENT, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BRACCO ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Michael Scott Goldstein offer?

Michael Scott Goldstein specializes in Retirement Planning.

What are Michael Scott Goldstein's credentials?

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

Where is Michael Scott Goldstein located?

Michael Scott Goldstein is based in RYE, New York, last registered with BRACCO ASSET MANAGEMENT, LP.

How does Michael Scott Goldstein charge for services?

Michael Scott 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 BRACCO ASSET MANAGEMENT, LP?

BRACCO ASSET MANAGEMENT, LP has approximately 7 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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