LPL Financial
45yrs
Top advisor by experience in Latham
22yrs
Based in Latham, New York, Eric Goldstein is a fiduciary financial advisor with 22 years of industry experience. Eric has been with ESI Financial Advisors since 2014; before that, Eric spent four years at Pruco Securities and a year at Ameritas Investment. ESI Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 253 advisors with offices in Latham, and one of 215 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office421 Troy Schenectady Rd, Latham, NY 12110
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowEquity Services, Inc.Current firm
- 2010 – 2014Pruco Securities, LLC.Previously
- May 2009 – Feb 2010Ameritas Investment Company, LLCPreviously
- Feb 2007 – Jan 2009Equity Services, Inc.Previously
- 2004 – 2007Pruco Securities, LLC.Previously
Contact Eric
Local office(518) 785-1367Ask for Eric. (800) 344-7437Main office · Montpelier, VT 421 Troy Schenectady RdLatham, NY 12110Office · Get directions Firm websiteHTTPS://WWW.EQUITY-SERVICES.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (518) 785-1367 or the ESI Financial Advisors main office at (800) 344-7437, and ask for Eric Goldstein.
How long has Eric been a financial advisor?
Eric has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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