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AV
AV
Abyssinia Vanterpool
Goldman Sachs Wealth Services, L.P.
10 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
Investment 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
Investment Management
Planning
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Location
200 West Street, New York, NY, 10282
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Customer Dispute
March 2020
Denied
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How to Read Disclosures
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
September 2023 - Present · 2 yrs 5 mos
Goldman Sachs & CO. LLC
Broker
September 2015 - Present · 10 yrs 5 mos
State Registrations
53 states
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VT
Virgin Islands
WA
WI
WV
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.