AV
AV

Abyssinia Vanterpool

10 Years of Experience
1 DisclosureBroker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
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

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Location

200 West Street, New York, NY, 10282

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History

Regulatory History (1)
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Customer Dispute
March 2020
Denied
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
September 2023 - Present · 2 yrs 5 mos
Goldman Sachs & CO. LLCBroker
September 2015 - Present · 10 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.