Senior Vice President and Chief Compliance Officer · Element Pointe Family Office
Nancy B. Goldstein
CRD 7393528 · Named on Form ADV at one SEC-registered adviser
At a glance
Element Pointe Family Office, an SEC-registered wealth manager based in Miami, FL with $1.2 billion in regulatory assets, lists Nancy B. Goldstein on its Form ADV as Senior Vice President and Chief Compliance Officer, a control person.
Firms and roles
- Element Pointe Family OfficeSenior Vice President and Chief Compliance OfficerWealth manager · Miami, FL · $1.2B in regulatory assets
AtlasMembers
Nancy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David N. SavirChief Executive Officer, Chief Operations Officer, Partner, and Manager, Element Pointe Family Office
- Kristopher K. MartinPartner, Element Pointe Family Office
- Carlos A. DominguezChief Investment Officer, Manager, Partner, Element Pointe Family Office
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.