Joseph
Piangozza
Goldman Sachs Personal Financial Management
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About this Advisor
Joseph Piangozza is a chartered financial consultant who works out of Bethpage, New York with 4 years of relevant experience. Piangozza is an employee of Goldman Sachs Personal Financial Management. Piangozza has gained experience at Total Financial Systems Inc, United Planners' Financial Services, Total Financial Advisors, LLC and United Capital Financial Advisers, LLC. Piangozza maintains a Series 63 license, designating them as a securities broker, and is approved to work in Florida, New York and Texas. Goldman Sachs Personal Financial Management is an advisory company that has its headquarters in Newport Beach, CA. The company has offices in 87 locations and a total of 727 employees. It handles $13 billion in total assets among its 82,991 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Goldman Sachs Personal Financial Management most likely consist of 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
Joseph Piangozza Work History
Joseph has been registered as a financial advisor for 4 years.*
United Capital Financial Advisers, LLC
United Planners' Financial Services
Total Financial Advisors, LLC
Total Financial Systems 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 Joseph Piangozza 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
Fort Lauderdale, FL
Newport Beach, CA
Reno, NV
Los Angeles, CA
New York, NY
Cohoes, NY
Westport, CT
Irving, TX
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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