Michael
Sullivan
Goldman Sachs Personal Financial Management
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About this Advisor
Michael Sullivan is a certified financial planner working in Austin, Texas who has 8 years of relevant experience. Sullivan is an advisor for Goldman Sachs Personal Financial Management. Over the course of their career, they have held roles at Vsr Financial Service, Inc, Vsr Advisory Services, Inc, Guidant Wealth Management, Valhaven Wealth LLC, Girard Securities, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Sullivan maintains a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Louisiana, Rhode Island and Texas. Goldman Sachs Personal Financial Management is a financial advisory company that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 advisors. It oversees $13 billion in assets among its 82,991 accounts, placing it among 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% belong to high-net-worth clients who have at least $1 million in investable assets. Goldman Sachs Personal Financial Management provides a wide assortment 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. A financial advisor's fees typically depend on the services offered. Fee types billed by Goldman Sachs Personal Financial Management likely consist 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 Sullivan Work History
Michael has been registered as a financial advisor for 8 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities
Valhaven Wealth LLC
Guidant Wealth Management
Vsr Financial Service, Inc
Vsr Advisory Services, 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 Sullivan 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
Great Falls, VA
Ft. Myers, FL
Irving, TX
Newport Beach, CA
Irving, TX
Spring, TX
Cohoes, NY
Westport, CT
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.
