Best Investors Account Sign in

William Farnan

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 7606192

Claim This Profile
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 2023-02-06
  • NJ RA
    APPROVED
    Since 2023-02-06

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
Hamburger Construction Company Ocean City NJ 06/2014 06/2021
Barclays Whippany NJ 06/2021 08/2021
Goldman Sachs Parsippany NJ 07/2022 Present
Piccini Ocean City NJ 08/2021 07/2022
  • 06/2014 → 06/2021
    Hamburger Construction Company
    Ocean City, NJ
  • 06/2021 → 08/2021
    Barclays
    Whippany, NJ
  • 07/2022 → Present
    Goldman Sachs
    Parsippany, NJ
  • 08/2021 → 07/2022
    Piccini
    Ocean City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-31
  • S66 Uniform Combined State Law Examination
    2023-01-31
Other Names
  • Billy Farnan

View on SEC IAPD

More in Morristown, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor