Wesley David Huber

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	2025-01-03
TX	RA	APPROVED_RES	2022-01-31

NY RA
APPROVED

Since 2025-01-03
TX RA
APPROVED_RES

Since 2022-01-31

Branch Locations

Morris Plains, NJ • United States

200 West Street, New York, NY 10282-2198 • 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	Parsippany	NJ	09/2007	Present
Wesley D Huber, Cpa	Plainsboro	NJ	05/2002	Present

09/2007 → Present

The Ayco Company, L.P./Mercer Allied

Parsippany, NJ
05/2002 → Present

Wesley D Huber, Cpa

Plainsboro, NJ

Previous Registrations

2008-03-28 → 2014-10-24

Goldman Sachs Wealth Services, L.P.

Parsippany, NJ

Other Businesses

Owner at Wesley D Huber, CPA, a tax return preparation company. Organization's primary address is in Parsippany, NY. Organization is not primarily engaged in investment-related activities. Start date is on May 15th, 2002. Eight hours per month. Duties include preparing individual tax returns for select individuals.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-24

S66 Uniform Combined State Law Examination

2008-03-24

View on SEC IAPD