Goldcrest Consulting Services, LLC is committed to providing broker-dealers with a unique combination of licensed FinOp services, as well as a proven track record of accounting expertise. With our team’s background in accounting and possession of Series 27 licensing, we are equipped to provide broker-dealers nationwide with a broad range of services.

Our mission in serving broker-dealers ensures compliance and helps our clients access accounting knowledge that is applicable to the specific demands of the broker-dealer industry. With dual knowledge of accounting standards and financial law for broker-dealers, our firm can support all your FinOp needs or can be tailored to best serve you.