Alex Goldstein
Advisor at Atlas
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Alex Goldstein is a financial advisor at Atlas with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, UBS Financial Services, and Chesapeake Asset Management. Goldstein is the founder of Spreadwise LLC and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. Atlas provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by concentrated, hedged strategies, ETFs, and direct equities, managing a substantial portion of assets on a non-discretionary basis.
Expertise
Based on Atlas
Private / alternative investments
Concentrated stock management
Options & derivatives strategies
Wealth management
General estate planning guidance
Fee options
Annual fixed fees negotiated based on size and complexity of the relationship.
Performance Allocation for Atlas Evergreen Private Credit Fund I ranging from 20% to 50% on net profits exceeding 3% quarterly (12% annualized).
Account minimum: $250,000
Location
Frisco, TX
Most active in
Alex G has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Percent Technologies
2026 - 2026 (1 year)
Atlas
2025 - Present (1 year)
Spreadwise LLC
2025 - Present (1 year)
Chesapeake Asset Management LLC
2023 - 2025 (2 years)
Bank Of America, N.a.
2020 - 2023 (3 years)
Merrill
2020 - 2023 (3 years)
UBS Financial Services
2018 - 2019 (1 year)
Morgan Stanley
2018 - 2018 (1 year)
Adp
2018 - 2018 (1 year)
Florida House of Representatives
2015 - 2017 (2 years)
Florida State University
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David T
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Carlos L
Series 63, Series 65, Series 66
Frisco, TX
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Jordan S
ChFC®
Richardson, TX
3:23 Financial Services LLC
Joseph R
Series 65
Corinth, TX
Tooth & Coin Wealth
Raju G
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Robert B
Series 63
Addison, TX
Prudent Money Financial Services
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