Michael
Meyers
Goldman Sachs Personal Financial Management
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About this Advisor
Michael Meyers is a certified financial planner based in San Diego, California with 4 years of industry experience. Meyers is currently employed by Goldman Sachs Personal Financial Management. During their career, the advisor has held roles at Johnson & Johnson and United Capital Financial Advisors, LLC. Meyers is able to serve investors in California, New Jersey and Pennsylvania. 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 manages $13 billion in assets between its 82,991 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 153 charities and foundations. Of its 82,991 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Goldman Sachs Personal Financial Management provides 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 for financial advice usually depend on which services are offered. Fee types billed by Goldman Sachs Personal Financial Management most 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
Michael Meyers Work History
Michael has been registered as a financial advisor for 4 years.*
United Capital Financial Advisors, LLC
Johnson & Johnson
*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 Michael Meyers 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
Cohoes, NY
Peachtree Corners, GA
Los Angeles, CA
Fort Lauderdale, FL
Irving, TX
Newport Beach, CA
New York, NY
Troy, MI
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.
