Marc Depasquale

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

• 12/2021 → 05/2022
  Coerver Coaching
  New Paltz, NY
• 10/2021 → 01/2022
  Rino's Pizzeria
  New Paltz, NY
• 12/2020 → 08/2021
  Ok Petroleum
  Happauge, NY
• 06/2020 → 08/2020
  Wealth Advisory Group Llc.
  Woodbury, NY
• 07/2017 → 08/2019
  Woodgate Village Condominiums
  Holbrook, NY
• 12/2017 → 07/2019
  Unique Parking Systaems
  Garden City, NY
• 08/2013 → 06/2017
  Walt Whitman High School
  Huntington Stattion, NY
• 08/2017 → 05/2022
  Suny New Paltz
  New Paltz, NY
• 07/2022 → Present
  Goldman Sachs & Co.LLc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16