Erin Mitchell Battistello

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-02-23
TX	RA	APPROVED	2017-05-31

NY RA
APPROVED

Since 2023-02-23
TX RA
APPROVED

Since 2017-05-31

Branch Locations

Katy, TX • United States

100 Coliseum Drive, Cohoes, NY 12047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Katy	TX	09/2005	01/2021
Goldman Sachs & Co. Llc	New York	NY	01/2021	Present

09/2005 → 01/2021

The Ayco Company, L.P./Mercer Allied

Katy, TX
01/2021 → Present

Goldman Sachs & Co. Llc

New York, NY

Other Businesses

Treasurer for the Seven Lakes Junior High Theater Booster Club, a non-profit educational organization. Organization operates out of Katy, TX. Organization is not primarily engaged in investment-related activity. Start Date: May 15, 2024. Four hours per month. Duties include serving as Treasurer for the organization.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-05-23

S66 Uniform Combined State Law Examination

2006-05-23

Other Names

Erin Anne Mitchell
Erin Anne Battistello

View on SEC IAPD