Zachary James Augliano

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

• 07/2015 → 05/2017
  Ameritas Life Insurance Corp Of New York
  Lincoln, NE
• 08/2015 → 05/2017
  Ameritas Investment Corp
  Lincoln, NE
• 08/2015 → 05/2017
  United Professional Advisors
  Watertown, NY
• 06/2017 → Present
  Ubs Financial Services
  Hartford, CT
• 09/2021 → Present
  Goldman Sachs
  Cohoes, NY

Previous Registrations

• 2017-07-19 → 2021-12-02
  Ubs Financial Services Inc.
  Hartford, CT
  Springfield, MA
• 2015-08-31 → 2017-06-15
  Ameritas Investment Company, Llc
  Watertown, NY
  Lincoln, NE

Exams

• S66 Uniform Combined State Law Examination
  2015-05-14

Designations

• Certified Financial Planner