Robert
Davenport
Goldman Sachs Personal Financial Management
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About this Advisor
Robert Davenport is a financial advisor based in Las Vegas, Nevada who has 14 years of industry experience. Davenport is an advisor for Goldman Sachs Personal Financial Management. Throughout their career, they have worked at United Capital Financial Advisers, Inc and Girard Securities, Inc. Davenport maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Florida, Iowa, Nevada, Texas, Utah, Vermont and Washington. Goldman Sachs Personal Financial Management is a business headquartered in Newport Beach, CA. It has offices in 87 locations and a total of 727 financial advisors. It handles $13 billion in assets between its 82,991 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 153 charities and foundations. Of its 82,991 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has 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 usually depend on which services are offered. Fees charged by Goldman Sachs Personal Financial Management most likely are comprised of any 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$13,178,742,322
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
727
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
82,991
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$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
Robert Davenport Work History
Robert has been registered as a financial advisor for 14 years.*
United Capital Financial Advisers, Inc
Girard Securities, 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 Robert Davenport 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
Peachtree Corners, GA
Westport, CT
Fort Lauderdale, FL
Cohoes, NY
Irving, TX
San Diego, CA
Troy, MI
Los Angeles, CA
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