Spencer Andrew Kubit

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:

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

Current Employers

Employment History

• 01/2020 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 06/2016 → 07/2019
  Irvine Swim League
  Irvine, CA
• 01/2016 → 05/2019
  University Of Southern California
  Los Angeles, CA
• 07/2018 → 10/2018
  Monet Networks
  Irvine, CA
• 08/2019 → 12/2019
  Unemployed
  Irvine, CA
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-17

Other Names

• Spencer Kubit