Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management (CRD# 134600) is a financial advisory firm headquartered in Newport Beach, CA. They manage $29,473,159,775 in 76,965 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    29,473
    MILLION
  • Total Number of Accounts
    76,965
    ACCOUNTS
  • Average Account Value
    $382,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Goldman Sachs Personal Financial Management
Showing 1 - 10 of 369 top financial advisors.
1
John P. Abriola
CRD#: 1563684
912 Washington Avenue, Carnegie, PA 15106

John Abriola (CRD# 1563684) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Carnegie, PA and has over 34 years of experience in the finance industry.

2
Mark Agnew
CRD#: 5897908
17950 Preston Rd Ste 800, Dallas, TX 75252

Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Dallas, TX and has over 6 years of experience in the finance industry. Mark Agnew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lindsay M. Allen
CRD#: 6053280
450 E Las Olas Blvd Ste 1550, Ft Lauderdale, FL 33301

Lindsay Allen (CRD# 6053280) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Ft Lauderdale, FL and has over 9 years of experience in the finance industry. Lindsay Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Rosalba N. Andrade
CRD#: 5057344
1177 West Loop South, Suite 1685, Houston, TX 77027

Rosalba Andrade (CRD# 5057344) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Houston, TX and has over 12 years of experience in the finance industry.

5
Amber C. Andregg
CRD#: 5623423
125 E. John Carpenter Freeway, Suite 1200, Irving, TX 75062

Amber Andregg (CRD# 5623423) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Irving, TX and has over 11 years of experience in the finance industry.

6
Patricia A. Angelozzi
CRD#: 6130766
736 Lower State Road, Building A, North Wales, PA 19454

Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in North Wales, PA and has over 6 years of experience in the finance industry.

7
Heather L. Ankstitus
CRD#: 5602794
330 Whitney Ave., Suite 750, Holyoke, MA 01040

Heather Ankstitus (CRD# 5602794) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Holyoke, MA and has over 7 years of experience in the finance industry.

8
Nina B. Arrigo
CRD#: 729392
55 Greens Farms Road, Westport, CT 06880

Nina Arrigo (CRD# 729392) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Westport, CT and has over 3 years of experience in the finance industry.

9
Chris Badciong
CRD#: 2000156
5350 Poplar Ave, Suite 310, Memphis, TN 38120

Chris Badciong (CRD# 2000156) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Memphis, TN and has over 13 years of experience in the finance industry.

10
Theodore J. Baker
CRD#: 4800873
1509 River Drive, Moline, IL 61265

Theodore Baker (CRD# 4800873) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Moline, IL and has over 17 years of experience in the finance industry.

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