Brian
Weatherly
Goldman Sachs Personal Financial Management
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About this Advisor
Brian Weatherly is a certified financial planner based in Irving, Texas, with a total of 5 years of industry experience. Weatherly currently works for Goldman Sachs Personal Financial Management. Over the course of their career, they have held roles at Wfg Investments Inc, Fidelity Investments, Realty Capital Securities, LLC, Nexbank Securities Inc, Valkyrie Equities Corporation, Veteran Capital, Fsc Securities Corp, United Capital Financial Adviser, LLC and Cetera Advisor Networks LLC. Weatherly maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Goldman Sachs Personal Financial Management is an advisory firm based in Newport Beach, CA. The company has offices in 87 locations and a total of 727 financial advisors. It handles $13 billion in total assets between its 82,991 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 153 charities and foundations. Of its 82,991 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets. The business offers 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 typically vary depending on which service is provided. However, fees charged by Goldman Sachs Personal Financial Management may include 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
Brian Weatherly Work History
Brian has been registered as a financial advisor for 5 years.*
United Capital Financial Adviser, LLC
Cetera Advisor Networks LLC
Valkyrie Equities Corporation
Fsc Securities Corp
Nexbank Securities Inc
Veteran Capital
Fidelity Investments
Realty Capital Securities, LLC
Wfg Investments 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 Brian Weatherly 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
Bethesda, MD
Spring, TX
Los Angeles, CA
Newport Beach, CA
Irving, TX
Newport Beach, CA
Irving, TX
New York, NY
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.
