Best Investors Account Sign in

Anna Parlin Stojanovic

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 6031112

Claim This Profile
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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-19
  • NY RA
    APPROVED
    Since 2021-11-19

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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
OrganizationCityStateFromTo
Royal Bank Of Canada New York NY 02/2012 06/2020
Tavistock Group Windermere FL 07/2020 08/2020
The Brattle Group New York NY 11/2020 09/2021
Goldman Sachs & Co. Llc New York NY 11/2021 Present
  • 02/2012 → 06/2020
    Royal Bank Of Canada
    New York, NY
  • 07/2020 → 08/2020
    Tavistock Group
    Windermere, FL
  • 11/2020 → 09/2021
    The Brattle Group
    New York, NY
  • 11/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
S63 Uniform Securities Agent State Law Examination 2015-07-29
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2015-07-29
Other Names
  • Anna Boyd Parlin

View on SEC IAPD

More in Cohoes, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor