Sean
Ryan
Goldman Sachs Personal Financial Management
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About this Advisor
Sean Ryan is a financial advisor operating in Cohoes, New York with 1 year of industry experience. Ryan works at Goldman Sachs Personal Financial Management. During their career, Ryan has held roles at Benchmark International, Mbo Partners - Ubs, Roussel & Associates, Full-Time Student, Woodbury Financial Services Inc and Goldman Sachs. Ryan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Goldman Sachs Personal Financial Management is a financial advisory business operating out of Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 employees. It oversees $13 billion in assets under management between its 82,991 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs 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 charged by financial advisors largely are based on which services are offered. However, fee types charged by Goldman Sachs Personal Financial Management can 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
Sean Ryan Work History
Sean has been registered as a financial advisor for 1 years.*
Goldman Sachs
Woodbury Financial Services Inc
Roussel & Associates
Mbo Partners - Ubs
Benchmark International
Full-Time Student
Full-Time Student
*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 Sean Ryan 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
Los Angeles, CA
San Diego, CA
Irving, TX
New York, NY
Peachtree Corners, GA
Westport, CT
Newport Beach, CA
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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