Mary
Santini
Goldman Sachs Personal Financial Management
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About this Advisor
Mary Santini is a financial advisor based in Spring, Texas, who has 5 years of industry experience. Santini works at Goldman Sachs Personal Financial Management. Over the course of their career, they have held roles at Tfc Financial Advisors, 1St Global Capital Corp, 1St Global Advisors Inc, United Capital Financial Advisers, LLC and Cetera Advisor Networks. Santini holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Goldman Sachs Personal Financial Management is a financial advisory business that has its headquarters in Newport Beach, CA. It has offices in 87 locations and a total of 727 people on staff. It oversees $13 billion in total assets across its 82,991 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 153 charities and foundations. Of its 82,991 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. 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. Fees charged by financial advisors typically vary depending on the type of services. Fees charged by Goldman Sachs Personal Financial Management can be comprised 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
Mary Santini Work History
Mary has been registered as a financial advisor for 5 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks
Tfc Financial Advisors
1St Global Capital Corp
1St Global Advisors 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 Mary Santini 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
San Diego, CA
Carnegie, PA
Peachtree Corners, GA
Troy, MI
Reno, NV
Irving, TX
Cohoes, 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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