Best Investors Account Sign in

Jeffrey Varisco

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 3129531

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
TX RA APPROVED_RES 2022-01-23
NJ RA APPROVED 2002-07-17
  • TX RA
    APPROVED_RES
    Since 2022-01-23
  • NJ RA
    APPROVED
    Since 2002-07-17

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
The Ayco Company, L.P./Mercer Allied Parsippany NJ 08/1998 01/2021
Goldman Sachs & Co. Llc Parsippany NJ 01/2021 Present
  • 08/1998 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Parsippany, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-31
S63 Uniform Securities Agent State Law Examination 1998-11-25
  • S65 Uniform Investment Adviser Law Examination
    1998-12-31
  • S63 Uniform Securities Agent State Law Examination
    1998-11-25

View on SEC IAPD

More in Morristown, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor