Wayne 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
Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Atlas, he held roles at Spreadwise, Planet Healthcare, Kencor Health, and Merrill Lynch. He is also the owner of Boca Raton Podiatry and Sports Medicine Institute. 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 combination of fundamental and technical analysis with a focus on longer-term, index-based allocations supplemented by specialized strategies and works with sub-advisors to tailor portfolios to client goals and risk tolerance.
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
Wayne G has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Atlas
2025 - Present (1 year)
Spreadwise
2025 - Present (1 year)
Planet Healthcare
2023 - 2024 (1 year)
Kencor Health
2022 - 2023 (1 year)
Merrill
2020 - 2021 (1 year)
Boca Raton Podiatry and Sports Medicine Institute
2018 - Present (8 years)
Baptist Health South Hospital
2017 - 2018 (1 year)
Ace Podiatry
2006 - 2017 (11 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
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Series 63, Series 65, Series 66
Frisco, TX
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ChFC®
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Series 65
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Raju G
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Robert B
Series 63
Addison, TX
Prudent Money Financial Services
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