TG

Troy York Goldstein

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information

Office location

New York, NY

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Troy is a technical specialist and vice president for the International Skating Union/Skating Club N.Y. since 2003. This activity involves figureskating and takes minimal time, with only expenses covered when traveling.

Employment History
Current Registrations
Proshare Advisors LLC
January 2024 - Present · 2 yrs
Profunds Distributors, INC.
March 2011 - Present · 14 yrs 10 mos
Profunds Distributors, INC.Broker
March 2011 - Present · 14 yrs 10 mos
Previous Registrations
Proshare Advisors LLC
June 2012 - December 2023 · 11 yrs 6 mos
UBS Financial Services INC.
January 2009 - February 2011 · 2 yrs 1 mo
UBS Financial Services INC.
July 2000 - December 2008 · 8 yrs 5 mos
UBS Financial Services INC. Broker
April 2000 - February 2011 · 10 yrs 10 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.