Stephen Andrew Taylor

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

• 04/2019 → Present
  Goldman Sachs
  Irving, TX
• 04/2018 → 07/2018
  Texas Roadhouse
  Bedford, TX
• 03/2017 → 09/2017
  Snuffer'S
  Arlington, TX
• 03/2014 → 02/2017
  Texas Roadhouse
  Mesquite, TX
• 08/2018 → 03/2019
  Student
  Arlinton, TX
• 10/2017 → 03/2018
  Student
  Arlington, TX

Previous Registrations

• 2022-10-25 → 2023-10-24
  United Capital Financial Advisors
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-20