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Jonathan Charles Goldstein

UNITED ADVISORS, LLC·MAUMEE, Ohio
Clean recordUNITED ADVISORS, LLC
1715 INDIAN WOOD CIRCLE, MAUMEE, OH 43537CRD# 6216947Firm CRD# 133668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Charles Goldstein · MAUMEE, OH
Registration
CRD #6216947 · UNITED ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Charles Goldstein is a registered financial advisor based in MAUMEE, Ohio, affiliated with UNITED ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
UNITED ADVISORS, LLC
UNITED ADVISORS
AUM
$71M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at UNITED ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6216947
Firm CRD# 133668
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Charles Goldstein offer?
Jonathan Charles Goldstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Jonathan Charles Goldstein's credentials?
Jonathan Charles Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Charles Goldstein located?
Jonathan Charles Goldstein is based in MAUMEE, Ohio, working with UNITED ADVISORS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Jonathan Charles Goldstein charge for services?
Jonathan Charles 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 UNITED ADVISORS, LLC?
UNITED ADVISORS, LLC has approximately 5 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNITED ADVISORS, LLC

Darin Patrick Pope
BOCA RATON, FL
Philip Knight Selden
MAUMEE, OH

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Research
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