Matthew
Versage
Goldman Sachs Personal Financial Management
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About this Advisor
Matthew Versage is a certified financial planner operating in Modesto, California who has 2 years of relevant experience. Versage is an advisor for Goldman Sachs Personal Financial Management. Throughout their career, Versage has worked at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Us Air Force, Life Time Fitness, Inc, Oklahoma State University, Tac Enterprises LLC and United Capital Financial Advisers, LLC. Versage maintains a Series 63 license, certifying them as a securities representative, and can serve investors in California. Goldman Sachs Personal Financial Management is an advisory business that has its headquarters in Newport Beach, CA. The firm has offices in 87 locations and a total of 727 financial advisors. It controls $13 billion in total assets across its 82,991 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers 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. Financial advisory fees largely vary depending on the type of services. However, fees charged by Goldman Sachs Personal Financial Management can 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
Matthew Versage Work History
Matthew has been registered as a financial advisor for 2 years.*
United Capital Financial Advisers, LLC
Us Air Force
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Tac Enterprises LLC
Jpmorgan Chase Bank Na
Life Time Fitness, Inc
Oklahoma State University
*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 Matthew Versage 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
Newport Beach, CA
Fort Lauderdale, FL
Cohoes, NY
San Diego, CA
Troy, MI
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.
