Stacey
Zwicker

Goldman Sachs Personal Financial Management

CRD#2131877
Investment Advisor
in Mill Valley, CA

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About this Advisor

Stacey Zwicker is a financial advisor working in Mill Valley, California, who has been in the industry for 12 years. Zwicker is an employee of Goldman Sachs Personal Financial Management. Over the course of their career, they have held roles at United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Zwicker maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Hawaii. Goldman Sachs Personal Financial Management is a firm that has its headquarters in Mill Valley, California. The investment advisory business has offices in 96 locations and a total of 758 advisors. It manages $17 billion in assets between its 75,551 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 188 charities and foundations. Of its 75,551 customer accounts, 38% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Goldman Sachs Personal Financial Management 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. A financial advisor's fees are based on the type of services. Fees charged by Goldman Sachs Personal Financial Management may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Disclosures

No

Office Location

100 Shoreline Blvd Ste B-275
Mill Valley, CA 94941

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$17,420,737,351

CA Average: $7,578,581,321
Total Number of Employees

758

CA Average: 43
Total Number of Accounts

75,551

CA Average: 3,727
Average Account Size

$230,582

CA Average: $2,033,427

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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

Stacey Zwicker Work History

Stacey has 12 years of experience.

2010 - Present (13 years)

United Capital Financial Advisers, LLC

2017 - 2018 (1 year)

Cetera Advisor Networks LLC

Disclosures

Stacey Zwicker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Goldman Sachs Personal Financial Management

Sean Filbin
Newport Beach, CA
Bryan Petrucci
Irvine, CA
Monalynd Young
Irving, TX
Michael Jeans
Boca Raton, FL
Michael Antczak
Miami, FL
Diana Hallas
Carnegie, PA
Evaggelia Hatzimanolis
Fort Lauderdale, FL
Mark Stancil
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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