Marc Dale Goldstein

Employer firm

Haven Wealth Group CRD 148099

$515M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2011 → 10/2016
  Black Diamond Investment Partners, Llc
  Atlanta, GA

Previous Registrations

• 2016-10-31 → 2017-12-31
  Haven Wealth Group
  Atlanta, GA
• 2011-07-26 → 2016-10-03
  Black Diamond Investment Partners, Llc
  Atlanta, GA

Other Businesses

MARC GOLDSTEIN HAS INVESTED IN THE FOLLOWING REAL ESTATE AND HEDGE FUNDS AS A LIMITED PARTNER. HE SPENDS LESS THAN 1 HOUR PER MONTH ON THESE INVESTMENTS. 1.OPPORTUNITY PARTNERS (3375 BLACKBRIDLE WALK, MARIETTA GA 30067) - THIS PARTNERSHIP IS INVESTED IN A PRIVATE EQUITY FUND HOLDING THROUGH WEXFORD CAPITAL MANAGEMENT CALLED WEXFORD VII. 2.OPPORTUNITY PARTNERS II (3375 BLACKBRIDLE WALK, MARIETTA GA 30067 - THIS PARTNERSHIP IS INVESTED IN 3 HEDGE FUNDS AND A PRIVATE EQUITY FUND. THE HEDGE FUND HOLDINGS ARE WEXFORD CATALYST FUND, WEXFORD CREDIT OPPORTUNITY FUND, TESERA FUND RUN BY RK CAPITAL MANAGEMENT AND A PRIVATE EQUITY NAMED WEXFORD IX. 3.ARNOLD MILL PARTNERS (8309 HEWLETT RD ATLANTA, GA 30350) - OWNS 15 Sewer Taps 4.TSO REAL ESTATE FUND (1401 PEACHTREE ST, STE. 400 ATLANTA, GA 30309) - PASSIVE REAL ESTATE INVESTMENT FUND. 5. MARC IS A PARTNER IN 189 LITTLE VICTORIA RD. WOODSTOCK, GA 30188. 6. MARC IS A PARTNER AND INVESTOR IN GO GREEK (SON'S BUSINESS)

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-23
• S63 Uniform Securities Agent State Law Examination
  1993-06-09