Glenn
Shane
Goldman Sachs Personal Financial Management
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About this Advisor
Glenn Shane is a financial advisor working out of Safety Harbor, Florida who has 14 years of relevant experience. Shane is currently employed by Goldman Sachs Personal Financial Management. During their career, Shane has held roles at Girard Securities, Inc, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Shane holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida, Georgia, Louisiana, Ohio and Texas. Goldman Sachs Personal Financial Management is an advisory business operating out of Newport Beach, CA. It has offices in 87 locations and a total of 727 advisors. It has $13 billion in total assets among its 82,991 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers 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. Fees for financial management largely are based on the type of financial services provided. However, fee types charged by Goldman Sachs Personal Financial Management can be 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
Glenn Shane Work History
Glenn has been registered as a financial advisor for 14 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities, Inc
*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 Glenn Shane 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
Great Falls, VA
Newport Beach, CA
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Ft. Myers, FL
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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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