Sean Thomas Koelbl

Goldman Sachs Wealth Services, L.P.

Claim This Profile

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

Other Firms

CAPITAL RESOURCE MANAGEMENT,INC.

ROBERTS, GLORE & CO.

PICKWICK WEALTH MANAGEMENT

OSAIC WEALTH, INC.

WAVERLY ADVISORS, LLC

LPL FINANCIAL LLC

NADLER FINANCIAL GROUP, INC.

Other Investors

DAVID SCOTT PEARLSTEIN

STEVEN SCOTT HOWARD

TIMOTHY PAUL SWIAT

LAURA LEE CARDINAL

LANCE PAUL EATON

Other Offices

MORGAN STANLEY · Deerfield, IL

CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL

ROBERTS, GLORE & CO. · DEERFIELD, IL

PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL

OSAIC WEALTH, INC. · DEERFIELD, IL

WAVERLY ADVISORS, LLC · Deerfield, IL

LPL FINANCIAL LLC · Deerfield, IL

NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

More in Deerfield, IL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor