Joseph Fritz Hasenkopf

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Saratoga Springs, NY
• 05/2001 → Present
  Crystal Brook Resort/Mountain Brauhaus
  Round Top, NY
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Cohoes, NY

Other Businesses

(1) Consultant to Crystal Brook Resort, a resort. Organization's primary address is in Round Top, NY. Organization is not primarily engaged in investment-related activity. Start date is May 22, 2012. Three hours per week. Duties include advising on business decisions. (2) Consultant to Hasenkopf, LLC., a resort management organization. Organization's primary address is in Round Top, NY. Organization is not primarily engaged in investment-related activity. Start date is May 22, 2012. Two hours per week. Duties include assisting with advertisement campaigns and business consulting. (3) Owner of Round Top Farm House, a residential real estate property in Albany, NT. Organization is not primarily engaged in investment-related activity. Start Date: March 19th, 2026. Four hours per month. Duties include general ownership responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-01