Unclaimed Profile

Daniel Jacob Goldstein

TEAK TREE CAPITAL MANAGEMENT, LLC·FORT WORTH, Texas

Series 7, Series 31, Series 63, Series 6539 years registeredTEAK TREE CAPITAL MANAGEMENT, LLC

1300 S. UNIVERSITY DR., #407, FORT WORTH, TX 76107CRD# 1670739Firm CRD# 149474

Profile Verification

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

Identity

Daniel Jacob Goldstein · FORT WORTH, TX

Registration

CRD #1670739 · TEAK TREE CAPITAL MANAGEMENT, LLC · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TEAK TREE CAPITAL MANAGEMENT, LLC

PRIME OPPORTUNITIES INVESTMENT GROUP LLC

Oct 2014 – Oct 2016

FORT WORTH, TX

TEAK TREE CAPITAL MANAGEMENT, LLC

Apr 2009 – Nov 2020

FORT WORTH, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 1987 – Apr 2009

FT. WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 21, 1987

Years registered · 39

Disclosure History

2000Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TEAK TREE CAPITAL MANAGEMENT, LLC

CRD 149474 · SEC 801-69936

AUM

$599M

Regulatory assets under management

Employees

1,455 client accounts

Services offered by TEAK TREE CAPITAL MANAGEMENT, LLC

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 TEAK TREE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Jacob Goldstein offer?

Daniel Jacob Goldstein specializes in Financial Planning, Investment Management.

What are Daniel Jacob Goldstein's credentials?

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

Where is Daniel Jacob Goldstein located?

Daniel Jacob Goldstein is based in FORT WORTH, Texas, last registered with TEAK TREE CAPITAL MANAGEMENT, LLC.

How does Daniel Jacob Goldstein charge for services?

Daniel Jacob Goldstein's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEAK TREE CAPITAL MANAGEMENT, LLC?

TEAK TREE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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