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Ross Bradley Goldstein

Gemstone Wealth Management

Delray Beach, FL

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Current Employers
Gemstone Wealth Management

Delray Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-24
NY RA APPROVED 2023-10-18
  • FL RA
    APPROVED
    Since 2025-01-24
  • NY RA
    APPROVED
    Since 2023-10-18

Branch Locations

Delray Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 08/2018 07/2023
Visiting Nurse Service Of New York New York NY 09/2015 07/2018
Bank Of America, N.A. New York NY 10/2018 08/2023
Gemstone Wealth Management, Llc Delray Beach FL 08/2023 Present
  • 08/2018 → 07/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 09/2015 → 07/2018
    Visiting Nurse Service Of New York
    New York, NY
  • 10/2018 → 08/2023
    Bank Of America, N.A.
    New York, NY
  • 08/2023 → Present
    Gemstone Wealth Management, Llc
    Delray Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-16
  • S66 Uniform Combined State Law Examination
    2018-11-16
Other Names
  • Ross Bradley Goldstein
  • Ross Bradley Goldstein
  • Ross Goldstein

View on SEC IAPD

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