Skip to content

Amanda M Azzopardi

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
2 statesRegistered in
$31.7BFirm assets
31 yearsFirm in business

Are you Amanda M Azzopardi? Claim your profile

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

11 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Aug 2021 to now
  2. The Ayco Company LPJun 2017 to now
  3. AetnaDec 2015 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
6816901
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
CallContact this firm