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Stephanie Rondon

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 7346339

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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
NJ RA APPROVED 2024-03-04
  • NJ RA
    APPROVED
    Since 2024-03-04

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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
Goldman Sachs Ayco Parsippany NJ 01/2021 Present
Advantage Xpo Parsippany NJ 08/2020 01/2021
Freshpair.cOm, Inc Fairfield NJ 04/2018 08/2020
Harvest Restaurants Morris Plains NJ 04/2012 04/2018
  • 01/2021 → Present
    Goldman Sachs Ayco
    Parsippany, NJ
  • 08/2020 → 01/2021
    Advantage Xpo
    Parsippany, NJ
  • 04/2018 → 08/2020
    Freshpair.cOm, Inc
    Fairfield, NJ
  • 04/2012 → 04/2018
    Harvest Restaurants
    Morris Plains, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

View on SEC IAPD

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