TrueAdvisor
TrueAdvisor
AC
CFA
AC
CFA

Adam Carll

Goldman Sachs Wealth Services, L.P.
7 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

3550 Peachtree Road, Ne Suite 1000, Atlanta, GA, 30326

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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.
May 2025 - Present · 9 mos
Goldman Sachs & CO. LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
July 2019 - December 2020 · 1 yr 5 mos
StephensBroker
April 2013 - January 2015 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.