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Matthew Brown is a financial advisor with Goldman Sachs & Co. LLC, a large firm with over $50 billion in assets under management. Matthew has been in the financial industry since August 2020. Matthew is registered in all 50 states. Matthew holds the Series 79TO, SIE and Series 63 securities licenses. Matthew specializes in investment banking, securities, and investment management. Matthew's clients include individuals, high-net-worth individuals, corporations, and trusts. Matthew's firm offers a variety of financial services, including financial planning, portfolio management, and investment banking.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
TX
08/20/2020 - Present
Goldman Sachs & Co. LLC (Dallas TX)
BC
Issued 08/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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