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Daniel Thomas Kurylas

Goldman Sachs Wealth Services, L.P.

West Palm Beach, FL

CRD 6786405

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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
FL RA APPROVED 2020-02-04
  • FL RA
    APPROVED
    Since 2020-02-04

Branch Locations

360 S Rosemary Avenue Suite 1200, West Palm Beach, FL 33401 • 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
The Ayco Company, L.P./Mercer Allied West Palm Beach FL 05/2016 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 05/2016 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    West Palm Beach, FL
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-25
  • S66 Uniform Combined State Law Examination
    2017-09-25

View on SEC IAPD

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Nearby Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
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Nearby Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

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