Gregory
Blake
Goldman Sachs Personal Financial Management
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About this Advisor
Gregory Blake is a financial advisor based out of Bethesda, Maryland, with a total of 6 years of relevant experience. Blake is currently employed by Goldman Sachs Personal Financial Management. Over the course of their career, Blake has held roles at Convergent Wealth Advisors, Wms Partners, LLC and United Capital Financial Advisers, LLC. Blake holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Goldman Sachs Personal Financial Management is a registered investment business that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 people on staff. It administers $13 billion in assets among its 82,991 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 153 charities and foundations. Of its 82,991 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Goldman Sachs Personal Financial Management provides 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 charged by financial advisors typically vary depending on the financial services provided. However, fee types charged by Goldman Sachs Personal Financial Management most likely 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 Blake Work History
Gregory has been registered as a financial advisor for 6 years.*
United Capital Financial Advisers, LLC
Wms Partners, LLC
Convergent Wealth Advisors
*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 Blake 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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