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Brian Jeffrey Mengel

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-01-04
  • NJ RA
    APPROVED
    Since 2016-01-04

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Parsippany NJ 06/2015 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2015 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-01-14
S65 Uniform Investment Adviser Law Examination 2008-06-09
  • S63 Uniform Securities Agent State Law Examination
    2016-01-14
  • S65 Uniform Investment Adviser Law Examination
    2008-06-09

View on SEC IAPD

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