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Daniel James Goldstein

Pure Financial Advisors, LLC

Northbrook, IL

San Diego, CA

CRD 6100346

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Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
IL RA APPROVED 2022-03-04
  • TX RA
    APPROVED
    Since 2024-11-20
  • IL RA
    APPROVED
    Since 2022-03-04

Branch Locations

5 Revere Drive, Suite 200, Northbrook, IL 60062 • United States

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • 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
Cibc Bank Usa Chicago IL 11/2010 04/2018
Delphi Private Advisors San Diego CA 05/2018 07/2019
Hightower Advisers, Llc Chicago IL 07/2019 02/2020
Unemployed Chicago IL 02/2020 02/2021
Capasso Planning Partners Llc Charleston SC 02/2021 02/2022
Pure Financial Advisors, Llc San Diego CA 03/2022 04/2024
Pure Financial Advisors, Llc San Diego CA 04/2024 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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