David Allen 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:

Current Employers

Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-10-28

NY RA
APPROVED

Since 2022-10-28

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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

Organization	City	State	From	To
Exp Realty	Yonkers	NY	08/2021	09/2022
Real212	New York	NY	12/2020	08/2021
University Settlement Society	New York	NY	10/2019	04/2020
Barclays Investment Bank	New York	NY	06/2019	08/2019
Nbc Universal	New York	NY	09/2018	12/2018
Millennium Management	New York	NY	06/2018	08/2018
Lakeside Tennis Academy	South Salem	NY	06/2017	09/2017
Goldman Sachs	New York	NY	09/2022	Present
Nyu	New York	NY	08/2016	06/2017
Nyu	New York	NY	09/2017	06/2018
Nyu	New York	NY	12/2018	06/2019
Harvard University Graduate School Of Education	Cambridge	MA	05/2020	05/2021

08/2021 → 09/2022

Exp Realty

Yonkers, NY
12/2020 → 08/2021

Real212

New York, NY
10/2019 → 04/2020

University Settlement Society

New York, NY
06/2019 → 08/2019

Barclays Investment Bank

New York, NY
09/2018 → 12/2018

Nbc Universal

New York, NY
06/2018 → 08/2018

Millennium Management

New York, NY
06/2017 → 09/2017

Lakeside Tennis Academy

South Salem, NY
09/2022 → Present

Goldman Sachs

New York, NY
08/2016 → 06/2017

Nyu

New York, NY
09/2017 → 06/2018

Nyu

New York, NY
12/2018 → 06/2019

Nyu

New York, NY
05/2020 → 05/2021

Harvard University Graduate School Of Education

Cambridge, MA

Other Businesses

1. Real Estate Agent Broker for eXp Realty LLC, a cloud-based real estate brokerage company. Organization's primary address is in Bellingham, WA. Organization is not primarily engaged in investment-related activity. Start date was August 10, 2021. Two hours per month. Duties include selling real estate.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-27

S66 Uniform Combined State Law Examination

2022-10-27

View on SEC IAPD