Andrew Taylor Allen
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
20 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Goldman Sachs Wealth Services, L.P.Feb 2024 to now
- Goldman Sachs & Co. LLCSep 2018 to now
- The Ayco Company, L.p./mercer AlliedAug 2017 to Sep 2018
- Goldman Sachs & Co. LLCSep 2006 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5233074
- Firm CRD
- 106693