Brandon
Bishop
Goldman Sachs Personal Financial Management
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About this Advisor
Brandon Bishop is a certified financial planner operating in Newport Beach, California who has 1 year of relevant experience. Bishop is currently employed by Goldman Sachs Personal Financial Management. Their career trajectory has included roles at Triad Advisors, Inc, Bernicke Wealth Management, LTD, University Of Wisconsin - Eau Claire, Great Lakes Marine Products, Triad Advisors, LLC, Bernicke Wealth Management, LTD, Lpl Financial LLC, Great Valley Advisor Group, Inc, Homemaker and Goldman Sachs. Bishop has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California. Goldman Sachs Personal Financial Management is a business that has its headquarters in Newport Beach, CA. It has offices in 87 locations and a total of 727 financial advisors. It handles $13 billion in total assets across its 82,991 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 153 charitable organizations. Of its 82,991 accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Goldman Sachs Personal Financial Management performs a number 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. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Goldman Sachs Personal Financial Management may include some combination 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
Brandon Bishop Work History
Brandon has been registered as a financial advisor for 1 years.*
Goldman Sachs
Homemaker
Lpl Financial LLC
Great Valley Advisor Group, Inc
Triad Advisors, LLC
Bernicke Wealth Management,LTD
Triad Advisors, Inc
Bernicke Wealth Management, LTD
Triad Advisors, Inc
University Of Wisconsin - Eau Claire
Great Lakes Marine Products
*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 Brandon Bishop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Personal Financial Management
Carnegie, PA
Peachtree Corners, GA
New York, NY
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Irving, TX
Reno, NV
Irving, TX
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.
