Amanda N Samudio
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Apr 2023 to now
- Goldman Sachs Ayco Personal Financial ManagementJun 2021 to now
- AllstateMar 2019 to Jun 2021
- Suny New PaltzAug 2018 to May 2021
- Dunkin' DonutsJan 2018 to Feb 2019
- Hollister Co.Sep 2017 to Mar 2018
- Sterling National BankJun 2017 to Aug 2017
- North Rockland High SchoolSep 2014 to Jun 2018
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
- 7402416
- Firm CRD
- 106693