Gregory
Abell
Goldman Sachs Personal Financial Management
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About this Advisor
Gregory Abell is a financial advisor operating in Fort Lauderdale, Florida, with 2 years of industry experience. Abell works at Goldman Sachs Personal Financial Management. During their career, Abell has held roles at Jhfn Sii, Girard Securities, Mdvip, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Abell holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Goldman Sachs Personal Financial Management is a financial advisory firm based out of Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 people on staff. It has $13 billion in assets under management among its 82,991 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 153 charitable organizations. Of its 82,991 client accounts, 17% belong to high-net-worth clients who have more than $1 million in investable assets. 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 usually are based on which service is provided. Fee types billed by Goldman Sachs Personal Financial Management can include any blend 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
Gregory Abell Work History
Gregory has been registered as a financial advisor for 2 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities
Mdvip
Jhfn Sii
*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 Gregory Abell 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
Los Angeles, CA
Cohoes, NY
Irving, TX
New York, NY
Fort Lauderdale, FL
Westport, CT
Irving, TX
Reno, NV
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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