Howard Mark Goldstein

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/1988 → Present
  Howard M Goldstein Cpa
  Framingham, MA
• 09/1999 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2000 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2009 → 07/2019
  Always Best Care Senior Services
  Framingham, MA
• 12/2012 → 12/2020
  Aronson & Goldstein Llp
  Sudbury, MA
• 11/2017 → 04/2019
  Kaplow & Kaplow Cpa
  Waltham, MA
• 09/2019 → 04/2021
  Us Department Of Defense Dcaa
  Lowell, MA

Other Businesses

1) HOWARD M. GOLDSTEIN CPA; NOT INV REL; FRAMINGHAM, MA; ACCOUNTING OFFICE; OWNER; START DATE 5/2005; 80 HRS/MTH, 30 DURING SECURITIES TRADING HRS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-21
• S63 Uniform Securities Agent State Law Examination
  1999-06-11