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Anthony Thomas Castano

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 6163144

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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
NJ RA APPROVED 2026-05-11
TX RA APPROVED_RES 2022-01-31
  • NJ RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED_RES
    Since 2022-01-31

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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 Washington DC 01/2015 01/2021
Fairleigh Dickinson University Madison NJ 09/2010 Present
Goldman Sachs & Co. Llc Washington DC 01/2021 Present
  • 01/2015 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Washington, DC
  • 09/2010 → Present
    Fairleigh Dickinson University
    Madison, NJ
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-16
  • S66 Uniform Combined State Law Examination
    2015-11-16

View on SEC IAPD

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