Adam Scott Tatar

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

• 06/2015 → 08/2019
  Averill Park Central School District
  Averill Park, NY
• 01/2016 → 08/2019
  Greenbush Child Caring, Inc.
  East Greenbush, NY
• 08/2016 → 05/2019
  Hudson Valley Community College
  Troy, NY
• 08/2019 → 05/2021
  State University Of New York At Oswego
  Oswego, NY
• 05/2019 → 01/2022
  N/A
  N/A, XX
• 01/2022 → Present
  Goldman Sachs & Co. Llc
  Cohoes, NY

Other Businesses

Owner of New Era Merchandising Inc., a merchandising company. Organization's primary address is in Averill Park, NY. Organization is not primarily engaged in investment-related activity. Start date was June 18, 2020. Two hours per month. Duties include general management of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-26