Dmitry Goldin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Osaic
  Denver, CO

Other Businesses

1. PERSONAL TRADING UNDER POA POSITION: Durable POA NATURE: Just acting as a Power of Attorney on my parents brokerage accounts at Schwab. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/26/2023 ADDRESS: 10 Exchange Place, Jersey City NJ 07302, United States DESCRIPTION: Acting as POA on parents' brokage accounts at Schwab to help them protect their assets. 2. PERSONAL RENTAL PROPERTY POSITION: Owner of House NATURE: Personal rental property in Colorado - passive income from renters. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 8652 East Otero Place, Centennial CO 80112, United States DESCRIPTION: Personal rental property in Colorado.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-15
• S63 Uniform Securities Agent State Law Examination
  1999-02-17

Other Names

• Dmitry Goldin
• Dmitry Goldin