Sergio
Ortiz
Goldman Sachs Personal Financial Management
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About this Advisor
Sergio Ortiz is a financial advisor operating out of Tucson, Arizona with a total of 1 year of relevant experience. Ortiz is currently employed by Goldman Sachs Personal Financial Management. Throughout their career, they have worked at Penn Mutual, Horner Townsend And Kent LLC, Northrop Grumman, Raytheon Missile Systems, Primerica Financial Services, Raytheon Solipsys, Iguana Cafe, Mural Consulting, Candrea Camps LLC, Student, University Of Arizona Adaptive Athletics, Arizona Travel Baseball, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Tyler Chatham and Goldman Sachs Personal Financial Management. Ortiz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Goldman Sachs Personal Financial Management is a firm that has its headquarters in Newport Beach, CA. It has offices in 87 locations and a total of 727 people on staff. It has $13 billion in assets under management across its 82,991 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 153 charities and foundations. Of its 82,991 customer accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. Goldman Sachs Personal Financial Management performs a wide assortment 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 for financial management depend on the financial services offered. Fees charged by Goldman Sachs Personal Financial Management likely are comprised of 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
Sergio Ortiz Work History
Sergio has been registered as a financial advisor for 1 years.*
Goldman Sachs Personal Financial Management
Tyler Chatham
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Penn Mutual
Horner Townsend And Kent LLC
Arizona Travel Baseball
Northrop Grumman
Primerica Financial Services
Candrea Camps LLC
Raytheon Missile Systems
Raytheon Solipsys
Iguana Cafe
Candrea Camps LLC
Mural Consulting
Student
University Of Arizona Adaptive Athletics
*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 Sergio Ortiz 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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Newport Beach, CA
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Peachtree Corners, GA
New York, NY
Los Angeles, CA
Westport, CT
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