Mitchell Goldstein, financial advisor Washington DC

Mitchell Goldstein

CRD Number: 2963346
Current Firm: Kalorama Wealth Strategies, LLC

Mitchell Goldstein (CRD# 2963346) is an Investment Advisor Representative working at Kalorama Wealth Strategies, LLC in Washington, DC and has over 26 years of experience in the finance industry. Mitchell Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kalorama Wealth Strategies, LLC Washington, DC Nov 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Nov 1997
Contact Info for Mitchell D. Goldstein
Phone Number: 202-550-7262
Registered State(s):
Current Firm Details
Kalorama Wealth Strategies, LLC
Firm's CRD Number: 152375
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $388,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DC

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