William
Sterling
Goldman Sachs Personal Financial Management
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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
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
William Sterling Work History
William has been registered as a financial advisor for 4 years.*
Goldman Sachs & Co. LLC
United Capital Financial Advisers, LLC
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.
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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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