Samuel Douglas Beaulac

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

• 09/2013 → 01/2017
  Aj's Pizzeria
  Sand Lake, NY
• 05/2017 → 07/2018
  Keybank Na
  Albany, NY
• 07/2018 → 12/2019
  Key Investment Services Llc
  Albany, NY
• 07/2018 → 12/2019
  Keybank Na
  Albany, NY
• 08/2014 → 05/2018
  Suny Oneonta
  Oneonta, NY
• 01/2020 → 04/2021
  Capobianco Financial Advisors
  Clifton Park, NY
• 01/2020 → 05/2021
  Cetera Advisor Networks
  El Segundo, CA
• 05/2021 → Present
  Goldman Sachs & Co. Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-31
• S63 Uniform Securities Agent State Law Examination
  2018-08-03

Other Names

• Sam Douglas Beaulac