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Stefana Stan

Goldman Sachs Wealth Services, L.P.

Washington D.C., DC

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-11-15
  • DC RA
    APPROVED
    Since 2024-11-15

Branch Locations

101 Constitution Avenue Nw Suite 1000 East, Washington D.C., DC 20001 • 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
Binghamton University Vestal NY 08/2020 05/2024
State Employee Federal Credit Union Niskayuna NY 06/2022 07/2022
Goldman Sachs Cohoes NY 06/2023 08/2023
Goldman Sachs Washington, D.C DC 07/2024 Present
Niskayuna School District Niskayuna NY 07/2014 07/2020
  • 08/2020 → 05/2024
    Binghamton University
    Vestal, NY
  • 06/2022 → 07/2022
    State Employee Federal Credit Union
    Niskayuna, NY
  • 06/2023 → 08/2023
    Goldman Sachs
    Cohoes, NY
  • 07/2024 → Present
    Goldman Sachs
    Washington, D.C, DC
  • 07/2014 → 07/2020
    Niskayuna School District
    Niskayuna, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-24
  • S66 Uniform Combined State Law Examination
    2024-10-24

View on SEC IAPD

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Other Offices

CAPITAL INVESTMENT ADVISORS · WASHINGTON D.C., DC
PNC WEALTH MANAGEMENT LLC · WASHINGTON, DC
ADELPHI CAPITAL ADVISORY, LLC · WASHINGTON, DC
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CITIGROUP GLOBAL MARKETS INC. · Washington, DC
F/M INVESTMENTS LLC · WASHINGTON, DC
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