William
Sterling

Goldman Sachs Personal Financial Management

CRD#4823837
Investment Advisor
in Bethesda, MD

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About this Advisor

William Sterling is a financial advisor who works out of Bethesda, Maryland with 4 years of industry experience. Sterling works at Goldman Sachs Personal Financial Management. Sterling has gained experience at Charles Schwab & Co., Inc, Goldman Sachs & Co. LLC and United Capital Financial Advisers, LLC. Sterling has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Maryland. Goldman Sachs Personal Financial Management is an advisory company that has its headquarters in Newport Beach, CA. It has offices in 87 locations and a total of 727 financial advisors. It oversees $13 billion in assets under management among its 82,991 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 153 charitable organizations. Of its 82,991 accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has 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. Fees for financial management typically depend on which service is provided. However, fees billed by Goldman Sachs Personal Financial Management most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2 Bethesda Metro Center Suite 920
Bethesda, MD 20814

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

MD Average: $7,578,581,321
Total Number of Employees

727

MD Average: 43
Total Number of Accounts

82,991

MD Average: 3,727
Average Account Size

$158,797

MD Average: $2,033,427

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

William Sterling Work History

William has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Goldman Sachs & Co. LLC

2019 - Present (5 years)

United Capital Financial Advisers, LLC

2009 - 2019 (10 years)

Charles Schwab & Co., 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 William Sterling 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

Timothy Mcbride
Cohoes, NY
Matthew Bennett
Irving, TX
Craig Jones
Ft. Myers, FL
Steven Fu
Newport Beach, CA
Monalynd Young
Irving, TX
Wilmer Fernandez Dominguez
Fort Lauderdale, FL
Tyson Lokke
Reno, NV
Donald Lewis
Newport Beach, 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.

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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.

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