Investment adviser representative · 1st Financial Investment, Inc.
Philip A. Goldstein
CRD 1031460 · Clark's Summit, PA
At a glance
Philip A. Goldstein is an investment adviser representative with 1st Financial Investment, Inc. in Clark's Summit, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Philip’s SEC record dates to 2004, about 22 years ago.
Current advisory firm
- 1st Financial Investment, Inc.Since May 2016Clark's Summit, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Philip’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
- 4 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
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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.