Anastasiia Toussaint
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
7 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
7 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2024 to now
- Goldman SachsJul 2022 to now
- Csi Group LLCJan 2022 to Jul 2022
- Bentley UniversityAug 2020 to May 2022
- Hr BlockJan 2020 to Apr 2020
- Csi Group LLCDec 2019 to Jul 2020
- Patina GroupSep 2019 to Dec 2019
- Christmas In the CityJun 2019 to Dec 2019
- First Path DaycareMay 2019 to Aug 2019
- Mother Anna's RestaurantMay 2018 to Aug 2019
- Cambridge CollegeSep 2017 to Aug 2019
- United Temp incMay 2017 to Jan 2018
- Lviv National University of Ivan-frankoSep 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7605099
- Firm CRD
- 106693