Douglas Goldstein has been an investment adviser representative at Portfolio Resources Advisor Group since August 2011, and is not listed among the firm’s executive officers or direct owners.
Portfolio Resources Advisor Group, Inc. is a Coral Gables, FL firm with $122M under management, 349 clients and 15 advisers across 11 offices, as of its October 2025 filing.
Douglas Goldstein is Director of Profile Investment Services, Ltd., based in Kfar Etzion, Israel. He is licensed by the Israel Securities Authority as an Investment Marketer, is a financial author and podcaster and a consultant to banks, and teaches college classes in personal finance.
Douglas Goldstein’s longest registration is the current one, 15 years at Portfolio Resources Advisor Group since 2011. Before joining Portfolio Resources Advisor Group in 2011, Douglas Goldstein was registered through America Israel Investment Associates, LLC.
- – present · 15 yearsDN North Yehuda · Adviser representative · Firm CRD 144601
- America Israel Investment Associates, LLC– · 3 yearsJerusalem · Adviser representative · Firm CRD 136039
Professional designations
Listed by Portfolio Resources Advisor Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Douglas Goldstein is registered as an investment adviser representative in Florida, since July 2015.
- FloridaSince 31 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 February 2005 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 21 October 1997 |
| Series 31 | Futures Managed Funds Examination | 17 June 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 May 1992 |
| Series 7 | General Securities Representative Examination | 22 April 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Alan Goldstein
- CRD
- 2229128
- Firm
- Portfolio Resources Advisor Group · CRD 144601
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- profile-financial.com
Where does Douglas Goldstein work?
Douglas Goldstein is an investment adviser representative registered through Portfolio Resources Advisor Group, Inc. since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Goldstein a financial advisor?
Yes. Douglas Goldstein has a current investment-adviser registration in Florida, through Portfolio Resources Advisor Group since August 2011.
How many years of experience does Douglas Goldstein have?
Douglas Goldstein has 32 years in the financial industry, since June 1994, across 2 adviser firms.
What exams has Douglas Goldstein passed?
Douglas Goldstein has passed 5 licensing exams: the Series 7, Series 63, Series 31, Series 8 and Series 65. The earliest, the Series 7, was passed in April 1992. FINRA credited Douglas Goldstein with the SIE, which began in October 2018.
Where did Douglas Goldstein work before Portfolio Resources Advisor Group?
Before Portfolio Resources Advisor Group, Douglas Goldstein was registered through America Israel Investment Associates, LLC, July 2005 to December 2008.
Is Douglas Goldstein registered with FINRA?
Yes. Douglas Goldstein has a current broker registration, under CRD 2229128.
Source: FINRA BrokerCheck
Is Douglas Goldstein a CFP?
Portfolio Resources Advisor Group lists Douglas Goldstein with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Douglas Goldstein, CFP® biography, profile-financial.com
How can I verify Douglas Goldstein’s record?
Search CRD 2229128 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Douglas Goldstein’s full registration record.