Diana
Hallas

Goldman Sachs Personal Financial Management

CRD#6232234
Investment Advisor
in Carnegie, PA

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About this Advisor

Diana Hallas is a financial advisor operating in Carnegie, Pennsylvania, who has 8 years of industry experience. Hallas is an advisor for Goldman Sachs Personal Financial Management. The advisor has gained experience at Girard Securities, United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, Royal Alliance Associates, Inc and Select Financial Group, LLC. Hallas maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio, Pennsylvania and Texas. Goldman Sachs Personal Financial Management is an advisory firm based in Newport Beach, CA. It has offices in 87 locations and a total of 727 financial advisors. It controls $13 billion in assets under management across its 82,991 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 153 charitable organizations. Of its 82,991 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. Goldman Sachs Personal Financial Management offers a wide assortment 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 the type of financial services offered. Fees charged by Goldman Sachs Personal Financial Management can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

912 Washington Avenue
Carnegie, PA 15106

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

PA Average: $7,578,581,321
Total Number of Employees

727

PA Average: 43
Total Number of Accounts

82,991

PA Average: 3,727
Average Account Size

$158,797

PA Average: $2,033,427

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

Diana Hallas Work History

Diana has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

United Capital Financial Advisers, LLC

2017 - 2020 (3 years)

Cetera Advisor Networks LLC

2015 - 2017 (2 years)

Girard Securities

2014 - 2015 (1 year)

Royal Alliance Associates, Inc

2012 - 2015 (3 years)

Select Financial Group, LLC

*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 Diana Hallas 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

Cassandra Fullilove
Westport, CT
Connor Mclean
Carnegie, PA
James Rivers
Newport Beach, CA
William Holley-Moise
Newport Beach, CA
Craig Jones
Ft. Myers, FL
Steven Fu
Newport Beach, CA
Maureen Kerr
New York, NY
Christine Matthew
Los Angeles, CA

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.

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