Adviser and broker representative · Osaic Wealth, Inc.
Alexander L. Goldstein
CRD 6598322 · Greenwood Village, CO
At a glance
Alexander L. Goldstein is an investment adviser representative with Osaic Wealth, Inc. in Greenwood Village, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexander’s SEC record dates to 2016, about 9 years ago. Alexander is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since November 2025Greenwood Village, CO · $235B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alexander’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Jacob T. RolinGreenwood Village
- Bradley W. RothhammerGreenwood Village
- Richard E. RutkowskiGreenwood Village
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