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Vice President · Aca/prudent Investors Planning Corporation

Robyn Sue Goldstein

CRD 4486022 · Named on Form ADV at one SEC-registered adviser

At a glance

Aca/prudent Investors Planning Corporation, an SEC-registered broker-dealer firm based in Green Brook, NJ with $351 million in regulatory assets, lists Robyn Sue Goldstein on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Robyn’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Alan Craig AchtelPresident / CCO, PFO, POO, Aca/prudent Investors Planning Corporation

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.