Patricia
Vitale
Goldman Sachs Personal Financial Management
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About this Advisor
Patricia Vitale is a financial advisor who works in Bethpage, New York with a total of 4 years of relevant experience. Vitale is an advisor for Goldman Sachs Personal Financial Management. Throughout their career, they have worked at United Planners' Financial Services, Total Financial Systems Inc, Total Financial Advisors LLC and United Capital Financial Advisers, LLC. Vitale maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and New York. Goldman Sachs Personal Financial Management is a financial advisory firm that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 people on staff. It oversees $13 billion in assets under management across its 82,991 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 153 charities and foundations. Of its 82,991 customer accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets. Goldman Sachs Personal Financial Management 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. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types charged by Goldman Sachs Personal Financial Management can 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
Patricia Vitale Work History
Patricia 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 Patricia Vitale 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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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.
