William Gregory Lanzoni
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Mar 2026 to now
- Goldman Sachs & Co. LLCJan 2026 to now
- North Carolina State UniversityAug 2025 to Dec 2025
- Goldman Sachs & Co. LLCJun 2025 to Aug 2025
- North Carolina State UniversityAug 2024 to Jun 2025
- Abc Sports and FitnessJan 2024 to Aug 2024
- Siena CollegeAug 2023 to Jan 2024
- Pursuit LendingJun 2023 to Aug 2023
- Siena CollegeAug 2020 to Jun 2023
- Town of BethlehemJun 2020 to Aug 2020
- Bethlehem Central High SchoolAug 2019 to May 2020
- Town of BethlehemJun 2019 to Aug 2019
- Bethlehem Central High SchoolAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8117031
- Firm CRD
- 106693