Anne Bethany Robinson

Employer firm

Quadcap Wealth Management, LLC CRD 151490

$1.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION, TRUSTEE SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Dallas, TX
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  New York, NY

Previous Registrations

• 2007-10-19 → 2023-08-02
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-10-15

Other Names

• Anne Bethany Kuehl
• Anne Mckinney
• Anne Kuehl Mckinney
• Anne Kuehl Robinson