Ruth Denise Goldstein

Employer firm

Main Street Financial Group LLC CRD 334392

$18.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• TAX PREP & FILING/ESTATE PLANNING

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

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

Current Employers

Employment History

• 10/2015 → 02/2018
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2017 → Present
  Mainstreet Financial Advisory Group, Llc
  Atlanta, GA
• 02/2018 → 09/2020
  Planners Alliance Llc
  Holland, MI
• 09/2020 → 03/2025
  Advisory Alpha, Llc
  Holland, MI
• 01/2020 → Present
  Mainstreet Financial Education, Inc.
  Atlanta, GA
• 03/2025 → Present
  Mainstreet Financial Group, Llc
  Atlanta, GA

Previous Registrations

• 2020-09-30 → 2025-03-24
  Advisory Alpha, Llc
  Snellville, GA
  Atlanta, GA
  Holland, MI
  Atlanta, GA
• 2018-02-20 → 2020-09-30
  Planners Alliance
  Atlanta, GA
  Snellville, GA
  Holland, MI
• 2015-10-13 → 2018-02-27
  Alphastar Capital Management
  Atlanta, GA
  Cornelius, NC
• 2012-12-14 → 2015-11-03
  Dempsey Lord Smith, Llc
  Atlanta, GA
  Rome, GA
• 2012-07-12 → 2012-11-14
  Peak Wealth Group Llc
  Snellville, GA
• 2011-05-24 → 2011-12-07
  Maryland Financial Group, Inc.
  Rockville, MD
• 2007-11-06 → 2009-06-17
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 2007-07-24 → 2007-10-29
  Cetera Advisors Llc
  Hoover, AL
  Atlanta, GA
• 2006-06-14 → 2007-06-11
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

1) Mainstreet Financial Advisory Group; Investment-related; 1274 Kittredge Court, Atlanta, GA 30329; Insurance agency; President; 03/2010; Approx. 20 hours/month; Approx. 5 hours/month during trading hours; Discuss insurance as a strategy for mitigating risk in a client income plan, host retirement seminars and client events, etc. 2) Ruth Goldstein; Investment-related; 1274 Kittredge Court, Atlanta, GA 30329; Insurance agency; Licensed insurance agent; 03/2010; Approx. 20 hours/month as President of Mainstreet Insurance Group; Approx. 5 hours/month during trading hours as President of Mainstreet Financial Group, LLC; Discuss insurance as a strategy for mitigating risk in a client income plan, host retirement seminars and client events, etc. 3) Mainstreet Financial Education, Inc.; Not investment-related; 1274 Kittredge Court, Atlanta, GA 30329; Financial literacy workshops and seminars; Director; 01/2020; Approx. 10 hours/month; Approx. 4 hours/month during trading hours; Provide seminars and workshops for individuals that cover retirement, investment, college funding, social security benefits, and Medicare insurance.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-08

Designations

• Certified Financial Planner

Other Names

• Ruth Denise Goldstein
• Ruth D Goldstein