Goldman Sachs Personal Financial Management
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
Years of Experience
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Goldman Sachs Personal Financial Management Brokerage Details
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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
Stacey Zwicker Work History
Stacey has 12 years of experience.
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Stacey Zwicker has no disclosures.
Please visit their SEC profile for more details.
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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 email@example.com.
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