TrueAdvisor
TrueAdvisor
AT
AT

Adam Loreto Tamburro

Goldman Sachs & CO. LLC
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Goldman Sachs & CO. LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
977 advisors
Number of Clients
42,136 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$233.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

1301 W. Long Lake Road, Suite 360, Troy, MI, 48098

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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 & CO. LLCBroker
January 2021 - Present · 5 yrs 1 mo
Goldman Sachs Wealth Services, L.P.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
May 2017 - January 2021 · 3 yrs 8 mos
Prudential Financial Planning Services
March 2016 - November 2016 · 8 mos
Pruco Securities, LLC.Broker
May 2015 - November 2016 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.