Daniel Goldstein (CRD# 7176625) is an Investment Advisor Representative working at Green Road Management LLC in Carrollton, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Green Road Management | 1022 Hunters Creek Dr, TX | Jan 2019 - Current | 5 |
| Axelby | Carrollton, TX | Aug 2017 - Current | 6 |
| Snowfall Technologies | Dallas, TX | Oct 2018 - Mar 2019 | < 1 |
| Elementary Business | Denton, TX | Oct 2017 - Oct 2018 | 1 |
| Cedar Oil Solutions | Lewisville, TX | Oct 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$150,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
TX
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