Chase
Gelardi
Goldman Sachs Personal Financial Management
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About this Advisor
Chase Gelardi is a certified financial planner who works out of Paradise Valley, Arizona with a total of 1 year of industry experience. Gelardi is on the advisory team at Goldman Sachs Personal Financial Management. Their career trajectory has included roles at The Vanguard Group, Inc and Goldman Sachs. Gelardi holds a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Arizona. Goldman Sachs Personal Financial Management is an advisory business that has its headquarters in Newport Beach, CA. The company has offices in 87 locations and a total of 727 employees. It manages $13 billion in total assets between its 82,991 accounts, making it one of the largest firms in the country by assets under management. The firm serves 153 charities and foundations. Of its 82,991 accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. Goldman Sachs Personal Financial Management performs a number of services, including 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 charged by financial advisors typically depend on the financial services offered. Fee types billed 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
Chase Gelardi Work History
Chase has been registered as a financial advisor for 1 years.*
Goldman Sachs
The Vanguard Group, 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 Chase Gelardi 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
