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Haley Elizabeth Mordis

Goldman Sachs Wealth Services, L.P.

New York, NY

CRD 7383213

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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
NY RA APPROVED 2024-02-06
  • NY RA
    APPROVED
    Since 2024-02-06

Branch Locations

200 West Street, New York, NY 10282-2198 • 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
Goldman Sachs New York NY 07/2023 Present
Goldman Sachs New York NY 06/2022 08/2022
Washington University In St. Louis St. Louis MO 08/2019 05/2023
Merrill Lynch Boca Raton MO 05/2020 12/2021
Pine Crest Summer Camp Fort Lauderdale FL 06/2017 08/2019
Law Offices Of Pamela Higer-Polani Delray Beach FL 05/2020 08/2020
Pine Crest Fort Lauderdale FL 01/2013 07/2019
  • 07/2023 → Present
    Goldman Sachs
    New York, NY
  • 06/2022 → 08/2022
    Goldman Sachs
    New York, NY
  • 08/2019 → 05/2023
    Washington University In St. Louis
    St. Louis, MO
  • 05/2020 → 12/2021
    Merrill Lynch
    Boca Raton, MO
  • 06/2017 → 08/2019
    Pine Crest Summer Camp
    Fort Lauderdale, FL
  • 05/2020 → 08/2020
    Law Offices Of Pamela Higer-Polani
    Delray Beach, FL
  • 01/2013 → 07/2019
    Pine Crest
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05
Other Names
  • Haley E Mordis
  • Haley Elizabeth Mordis

View on SEC IAPD

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