Jeffrey Victor Demaio

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
TX	RA	APPROVED_RES	2022-01-23
CA	RA	APPROVED	1997-12-11

TX RA
APPROVED_RES

Since 2022-01-23
CA RA
APPROVED

Since 1997-12-11

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • 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
Goldman Sachs & Co. Llc	Irvine	CA	01/2021	Present
Ayco/Mercer Allied Company, L.P.	Irvine	CA	12/1994	01/2021

01/2021 → Present

Goldman Sachs & Co. Llc

Irvine, CA
12/1994 → 01/2021

Ayco/Mercer Allied Company, L.P.

Irvine, CA

Other Businesses

Investment Committee Member at St. Joseph Hospital Foundation, a hospital. Organization's primary address is in Orange, CA. Organization is not primarily engaged in investment-related activity. Start date is January 18, 2017. Sixteen hours per year. Duties include serving on committee.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-08-30

S63 Uniform Securities Agent State Law Examination

1995-08-30

View on SEC IAPD