Rian
Waterman
Goldman Sachs Personal Financial Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Rian Waterman is a financial advisor who works in Moline, Illinois with a total of 4 years of industry experience. Waterman is currently employed by Goldman Sachs Personal Financial Management. During their career, Waterman has held roles at Winthrop & Weinstine, Pa, Irongate International, LLC, United Capital Financial Advisers, LLC and Lane & Waterman Llp. Waterman maintains Series 66, Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Iowa. Goldman Sachs Personal Financial Management is an advisory business operating out of Newport Beach, CA. The firm has offices in 87 locations and a total of 727 employees. It oversees $13 billion in total assets among its 82,991 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Goldman Sachs Personal Financial Management 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. Financial advisory fees usually are based on which services are offered. However, fees charged by Goldman Sachs Personal Financial Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Rian Waterman Work History
Rian has been registered as a financial advisor for 4 years.*
United Capital Financial Advisers, LLC
Irongate International, LLC
Winthrop & Weinstine, Pa
Lane & Waterman Llp
*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 Rian Waterman 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
Irving, TX
Great Falls, VA
Fort Lauderdale, FL
Carnegie, PA
Bethesda, MD
San Diego, CA
Irving, TX
Los Angeles, CA
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.
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. 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.
