Gary
Mitchell
Goldman Sachs Personal Financial Management
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About this Advisor
Gary Mitchell is a chartered financial analyst based in Seattle, Washington with 11 years of relevant experience. Mitchell is an employee of Goldman Sachs Personal Financial Management. They have been with Goldman Sachs Personal Financial Management for their whole career. Mitchell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Oregon and Washington. Goldman Sachs Personal Financial Management is a financial advisory firm that has its headquarters in Newport Beach, CA. The company has offices in 87 locations and a total of 727 employees. It controls $13 billion in assets among its 82,991 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 153 charities and foundations. Of its 82,991 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Goldman Sachs Personal Financial Management offers 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 vary depending on the type of services offered. However, fees charged by Goldman Sachs Personal Financial Management can be comprised of any combination 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
Gary Mitchell Work History
Gary has been registered as a financial advisor for 11 years.*
United Capital Financial Advisers, 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 Gary Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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