Richard
Chase
Goldman Sachs Personal Financial Management
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About this Advisor
Richard Chase is a personal financial specialist based in Holyoke, Massachusetts who has 9 years of relevant experience. Chase is an employee of Goldman Sachs Personal Financial Management. Over the course of their career, Chase has held roles at Meyers Brothers Kalicka, Pc, Family Wealth Management, Inc and United Capital Financial Advisers, LLC. Chase maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut, Massachusetts and Rhode Island. Goldman Sachs Personal Financial Management is a firm operating out of Newport Beach, CA. It has offices in 87 locations and a total of 727 people on staff. It administers $13 billion in assets between its 82,991 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 153 charitable organizations. Of its 82,991 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management depend on the services. Fees charged by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Richard Chase Work History
Richard has been registered as a financial advisor for 9 years.*
United Capital Financial Advisers, LLC
Meyers Brothers Kalicka, Pc
Family Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Chase to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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