Daniel Michael Goldstein

Employer firm

Andersen CRD 124205

$6.35B regulatory AUM 43 advisory clients

Reported services (Item 5G)

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

• 07/2016 → 11/2020
  Icma-Rc
  Washington, DC
• 11/2020 → 05/2022
  United Income
  Mclean, VA
• 05/2022 → Present
  Andersen Tax Llc
  Mclean, VA

Previous Registrations

• 2020-12-22 → 2022-05-18
  Capital One Investing, Inc.
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-11

Designations

• Chartered Financial Analyst

Other Names

• Daniel Goldstein