Shari
Burns
Goldman Sachs Personal Financial Management
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About this Advisor
Shari Burns is a chartered financial analyst based in Seattle, Washington who has 11 years of industry experience. Burns is an advisor for Goldman Sachs Personal Financial Management. They have spent their complete time as a financial advisor at Goldman Sachs Personal Financial Management. Burns holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in California and Washington. Goldman Sachs Personal Financial Management is a registered investment company that has its headquarters in Newport Beach, CA. It has offices in 87 locations and a total of 727 advisors. It oversees $13 billion in total assets among its 82,991 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 153 charitable organizations. Of its 82,991 accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Goldman Sachs Personal Financial Management provides 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 which service is offered. Fee types billed by Goldman Sachs Personal Financial Management likely include 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
Shari Burns Work History
Shari 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 Shari Burns 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
Cohoes, NY
Peachtree Corners, GA
Los Angeles, CA
Fort Lauderdale, FL
Carnegie, PA
Westport, CT
Newport Beach, CA
New York, NY
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