Michael
Diotalevi
Goldman Sachs Personal Financial Management
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About this Advisor
Michael Diotalevi is a financial advisor working in Holyoke, Massachusetts with a total of 1 year of industry experience. Diotalevi is an employee of Goldman Sachs Personal Financial Management. Throughout their career, they have worked at The Ayco Company, L.P./Mercer Allied, The Ayco Company, L.P, Siena College, Secure Energy Solutions, 16 Acres Garden Center, Big Y Grocery, Minnechaug Regional High School and Goldman Sachs & Co. LLC. Diotalevi has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Goldman Sachs Personal Financial Management is a business headquartered in Newport Beach, CA. The firm has offices in 87 locations and a total of 727 people on staff. It oversees $13 billion in total assets between its 82,991 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers 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. Financial management fee schedules largely vary depending on the type of financial services. However, fee types charged by Goldman Sachs Personal Financial Management likely are comprised of some 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 Diotalevi Work History
Michael has been registered as a financial advisor for 1 years.*
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
The Ayco Company, L.P
Secure Energy Solutions
Siena College
16 Acres Garden Center
Big Y Grocery
Minnechaug Regional High School
*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 Diotalevi 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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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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