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Adam Scott Tatar

3 Years of Experience
Broker
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

100 Coliseum Drive, Cohoes, NY, 12047

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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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Other Business Activities

Adam owns New Era Merchandising Inc., a merchandising company, since 2020. He dedicates minimal time to general management of the organization.

Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
March 2022 - Present · 3 yrs 11 mos
Goldman Sachs & CO. LLCBroker
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.