AUMdb
DG

David Goldin

CRD 7711262

Firms

FirmRoleAs of
Accurate Wealth Management, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Barry & Barbara Goldin Foundation Inc VP 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗