Eric Goldstein has been an investment adviser representative at Latitude Advisors since February 2010, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Eric Goldstein’s longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, Eric Goldstein was registered through Medallion Advisory Services, LLC and Obsidian Financial Group LLC.
- GWN Securities Inc.Also current– present · 12 yearsPort Washington, NY · Adviser representative and broker · Firm CRD 128929
- Latitude Advisors, LLCCurrent– present · 16 yearsPort Washington, NY · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 2 yearsGlen Cove, NY · Adviser representative · Firm CRD 113788
- Obsidian Financial Group LLC– · 3 yearsCommack , NY · Adviser representative · Firm CRD 104255
Investment adviser representative registrations
Eric Goldstein is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 9 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 July 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eric W Goldstein
- CRD
- 1232081
- Firm
- Latitude Advisors · CRD 151001
- Office
- Port Washington, NY
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Eric Goldstein work?
Eric Goldstein is an investment adviser representative registered through Latitude Advisors, LLC since February 2010, and is not listed among the firm’s executive officers or direct owners.
Is Eric Goldstein a financial advisor?
Yes. Eric Goldstein has a current investment-adviser registration in New York, through Latitude Advisors since February 2010.
How many years of experience does Eric Goldstein have?
Eric Goldstein has 33 years in the financial industry, since September 1993, across 4 adviser firms.
What exams has Eric Goldstein passed?
Eric Goldstein has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in July 1993. FINRA credited Eric Goldstein with the SIE, which began in October 2018.
Where did Eric Goldstein work before Latitude Advisors?
Before Latitude Advisors, Eric Goldstein was registered through Medallion Advisory Services, LLC, May 2007 to December 2009; Obsidian Financial Group LLC, January 2004 to May 2007.
Where is Eric Goldstein based?
Eric Goldstein’s registered office is in Port Washington, NY.
Is Eric Goldstein registered with FINRA?
Yes. Eric Goldstein has a current broker registration, under CRD 1232081.
Source: FINRA BrokerCheck
How can I verify Eric Goldstein’s record?
Search CRD 1232081 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eric Goldstein’s full registration record.