Sean Thomas Koelbl

Goldman Sachs Wealth Services, L.P.

CRD 4084166

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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
TX	RA	APPROVED_RES	2022-01-23
IL	RA	APPROVED	2001-04-19

TX RA
APPROVED_RES

Since 2022-01-23
IL RA
APPROVED

Since 2001-04-19

Branch Locations

540 Lake Cook Road Suite 600, Deerfield, IL 60015 • 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	Chicago	IL	07/1999	01/2021
Ayco/Goldman Sachs & Co. Llc	Chicago	IL	01/2021	Present

07/1999 → 01/2021

The Ayco Company, L.P./Mercer Allied

Chicago, IL
01/2021 → Present

Ayco/Goldman Sachs & Co. Llc

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-08-02

S66 Uniform Combined State Law Examination

2000-08-02

View on SEC IAPD

Nearby Firms

CAPITAL RESOURCE MANAGEMENT,INC.

ROBERTS, GLORE & CO.

Nearby Investors

DAVID SCOTT PEARLSTEIN

STEVEN SCOTT HOWARD

Nearby Offices

MORGAN STANLEY · Deerfield, IL

CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL

ROBERTS, GLORE & CO. · DEERFIELD, IL

More in Deerfield, IL

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