Michael
Ryan
Goldman Sachs Personal Financial Management
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About this Advisor
Michael Ryan is a certified financial planner operating in Houston, Texas who has 14 years of relevant experience. Ryan is currently employed by Goldman Sachs Personal Financial Management. Throughout their career, Ryan has worked at Girard Securities, Inc, United Capital Financial Advisers and Cetera Advisor Networks LLC. Ryan holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana and Texas. Goldman Sachs Personal Financial Management is a business that has its headquarters in Newport Beach, CA. It has offices in 87 locations and a total of 727 employees. It administers $13 billion in total assets across its 82,991 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 153 charitable organizations. Of its 82,991 accounts, 17% belong to high-net-worth clients who have at least $1 million in investable assets. Goldman Sachs Personal Financial Management 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. A financial advisor's fee schedules largely are based on the type of financial services. Fee types billed by Goldman Sachs Personal Financial Management likely 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
Michael Ryan Work History
Michael has been registered as a financial advisor for 14 years.*
United Capital Financial Advisers
Cetera Advisor Networks LLC
Girard Securities, 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 Michael 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
Fort Lauderdale, FL
Bethesda, MD
San Diego, CA
Newport Beach, CA
Peachtree Corners, GA
Reno, NV
New York, NY
Troy, MI
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.
