Unclaimed Profile

Glenn Jordan Goldstein

DOWNTOWN ASSOCIATES, L.L.C.·KENNETT SQUARE, Pennsylvania

Clean recordDOWNTOWN ASSOCIATES, L.L.C.

674 UNIONVILLE ROAD, KENNETT SQUARE, PA 19348-1704CRD# 4685670Firm CRD# 136111

Profile Verification

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

Identity

Glenn Jordan Goldstein · KENNETT SQUARE, PA

Registration

CRD #4685670 · DOWNTOWN ASSOCIATES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Glenn Jordan Goldstein is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with DOWNTOWN ASSOCIATES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DOWNTOWN ASSOCIATES, L.L.C.

AUM

$35M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at DOWNTOWN ASSOCIATES, L.L.C. →

Services

Pension consulting

Background

Compensation

Other: PERFORMANCE-BASED ALLOCATIONS

Regulatory

SEC/IARD CRD# 4685670

Firm CRD# 136111

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Glenn Jordan Goldstein offer?

Glenn Jordan Goldstein specializes in Retirement Planning. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.

What are Glenn Jordan Goldstein's credentials?

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

Where is Glenn Jordan Goldstein located?

Glenn Jordan Goldstein is based in KENNETT SQUARE, Pennsylvania, working with DOWNTOWN ASSOCIATES, L.L.C.. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.

How does Glenn Jordan Goldstein charge for services?

Glenn Jordan Goldstein's firm is compensated through other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOWNTOWN ASSOCIATES, L.L.C.?

DOWNTOWN ASSOCIATES, L.L.C. is a registered investment adviser with the SEC, managing $35M in regulatory assets under management. See their Form ADV for full details.

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