Matthew Goldstein

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 11/2017 → 10/2019
  Ubs Financial Services
  Garden City, NY
• 09/2016 → 06/2018
  Pizzaiola
  Oceanside, NY
• 10/2019 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jericho, NY
• 06/2014 → 08/2017
  Rolling River Day Camp
  East Rockaway, NY
• 11/2021 → 06/2022
  Ubs Financial Services
  Jericho, NY
• 06/2022 → Present
  Wells Fargo Clearing Services, Llc
  Woodbury, NY

Previous Registrations

• 2021-12-13 → 2022-06-16
  Ubs Financial Services Inc.
  Jericho, NY
• 2019-11-12 → 2021-11-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 2019-06-18 → 2019-10-28
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

TRUSTEE FOR GRANDMOTHER'S TRUST; INV. RELATED; OCEANSIDE, NY; START DATE 6/10/2025; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17

Designations

• Certified Financial Planner

Other Names

• Matthew David Goldstein