Charles
York
Goldman Sachs Personal Financial Management
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About this Advisor
Charles York is a certified financial planner and chartered financial analyst based out of Bethesda, Maryland who has 1 year of relevant experience. York is an employee of Goldman Sachs Personal Financial Management. Throughout their career, York has worked at Us Trust, Bank Of America Private Wealth Management, Bessemer Investor Services, Inc, Bny Mellon, Bnym Securities Corporation and United Capital. York has a Series 63 license, which qualifies them as a securities broker, and can advise clients in Maryland. Goldman Sachs Personal Financial Management is an advisory company operating out of Newport Beach, CA. The company has offices in 87 locations and a total of 727 advisors. It controls $13 billion in assets under management across its 82,991 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 153 charitable organizations. Of its 82,991 accounts, 17% are associated with high-net-worth investors who have at least $1 million in investable assets. Goldman Sachs Personal Financial Management performs a diverse array 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. Fees charged by financial advisors typically depend on the services provided. However, fee types 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
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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
Charles York Work History
Charles has been registered as a financial advisor for 1 years.*
United Capital
Bnym Securities Corporation
Bny Mellon
Bessemer Investor Services, Inc
Us Trust, Bank Of America Private Wealth Management
*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 Charles York to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
