Joshua
Meziere

Goldman Sachs Personal Financial Management

CRD#5418994
Investment Advisor
in Seattle, WA

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About this Advisor

Joshua Meziere is a financial advisor operating out of Seattle, Washington, who has 5 years of relevant experience. Meziere is currently employed by Goldman Sachs Personal Financial Management. Meziere has gained experience at Solomon Financial Group, Global Financial Private Capital, Financial Insights, Meziere Advisors LLC and United Capital Financial Advisers, LLC. Meziere holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Washington. Goldman Sachs Personal Financial Management is an advisory firm headquartered in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 employees. It handles $13 billion in total assets among its 82,991 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 153 charitable organizations. Of its 82,991 client 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 which service is offered. Fee types billed by Goldman Sachs Personal Financial Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

1420 5Th Ave Ste 2200
Seattle, WA 98101

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

WA Average: $7,578,581,321
Total Number of Employees

727

WA Average: 43
Total Number of Accounts

82,991

WA Average: 3,727
Average Account Size

$158,797

WA Average: $2,033,427

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

Joshua Meziere Work History

Joshua has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

United Capital Financial Advisers, LLC

2016 - 2017 (1 year)

Financial Insights

2014 - 2018 (4 years)

Meziere Advisors LLC

2012 - 2016 (4 years)

Global Financial Private Capital

2008 - 2014 (6 years)

Solomon Financial Group

*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 Joshua Meziere 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

Craig Jones
Ft. Myers, FL
Monalynd Young
Irving, TX
James Rivers
Newport Beach, CA
Kassi Hyde
Peachtree Corners, GA
Matthew Bennett
Irving, TX
Maureen Kerr
New York, NY
Timothy Mcbride
Cohoes, NY
Mary Santini
Spring, TX

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.

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