Lucille Marie Logozzo
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2021 to now
- Goldman SachsMay 2021 to now
- Nyc Board of EducationOct 2020 to May 2021
- Heroes ParadiseJul 2020 to May 2021
- Unemployed/job SeekingMay 2020 to Jun 2020
- Treadwell CorporationSep 2018 to May 2020
- Connors and Sullivan Attorneys-at-law PllcJun 2016 to Aug 2018
- Quinnipiac UniversityAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7359235
- Firm CRD
- 106693