TrueAdvisor
TrueAdvisor
AB
AB

Adam Daniel Block

Goldman Sachs Wealth Services, L.P.
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Goldman Sachs Wealth Services, L.P.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
990 advisors
Number of Clients
121,236 clients
Average Client Portfolio
$214K average
Assets Under Management
$26.0B

Fee Structure

Location

200 West Street, New York, NY, 10282

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
September 2023 - Present · 2 yrs 5 mos
Goldman Sachs & CO. LLCBroker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
March 2004 - October 2018 · 14 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.