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Travis Pietrusza

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

CRD 5848638

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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 2022-01-31
GA RA APPROVED 2013-08-02
  • TX RA
    APPROVED_RES
    Since 2022-01-31
  • GA RA
    APPROVED
    Since 2013-08-02

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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 Atlanta GA 06/2010 01/2021
Goldman Sachs & Co. Llc Atlanta GA 01/2021 Present
  • 06/2010 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Atlanta, GA
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-22
  • S66 Uniform Combined State Law Examination
    2010-12-22

View on SEC IAPD

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