William
Beattie
Goldman Sachs Personal Financial Management
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About this Advisor
William Beattie is a certified financial planner based in New York, New York with a total of 2 years of industry experience. Beattie is an employee of Goldman Sachs Personal Financial Management. During their career, Beattie has held roles at Charles Schwab & Co., Inc, Ef Legacy Securities, LLC, Edelman Financial Services, LLC, Eaton Vance Distributors, Inc, Eaton Vance Investment Counsel and United Capital Financial Advisers, LLC. Beattie has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in New York. Goldman Sachs Personal Financial Management is a financial advisory firm headquartered in Newport Beach, CA. The firm has offices in 87 locations and a total of 727 financial advisors. It manages $13 billion in assets under management between its 82,991 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 153 charities and foundations. Of its 82,991 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business provides a diverse set 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 largely vary depending on which services are offered. Fee types billed by Goldman Sachs Personal Financial Management most likely include 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 Beattie Work History
William has been registered as a financial advisor for 2 years.*
United Capital Financial Advisers, LLC
Eaton Vance Distributors, Inc
Eaton Vance Investment Counsel
Ef Legacy Securities, LLC
Edelman Financial Services, 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 Beattie 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
Reno, NV
Spring, TX
Troy, MI
Irving, TX
New York, NY
Newport Beach, CA
Newport Beach, CA
Westport, CT
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.
