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William D Antone

Goldman Sachs Wealth Services, L.P.

New York, NY

CRD 6152688

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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 2022-01-29
NY RA APPROVED 2021-05-14
  • TX RA
    APPROVED
    Since 2022-01-29
  • NY RA
    APPROVED
    Since 2021-05-14

Branch Locations

200 West At Murray And Vesey Streets, New York, NY 10282 • 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 Mde Group, Inc Morristown NJ 02/2011 Present
The Ayco Company Lp New York NY 10/2013 12/2020
Goldman Sachs & Co.LLc New York NY 01/2021 Present
  • 02/2011 → Present
    The Mde Group, Inc
    Morristown, NJ
  • 10/2013 → 12/2020
    The Ayco Company Lp
    New York, NY
  • 01/2021 → Present
    Goldman Sachs & Co.LLc
    New York, NY
Previous Registrations
  • 2013-01-09 → 2013-09-30
    The Mde Group, Inc.
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-07
S65 Uniform Investment Adviser Law Examination 2008-11-06
  • S66 Uniform Combined State Law Examination
    2014-08-07
  • S65 Uniform Investment Adviser Law Examination
    2008-11-06
Designations
  • Certified Financial Planner
Other Names
  • William Antone
  • William Daniel Antone

View on SEC IAPD

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