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Ryan Lawrence Taylor

GOLDMAN SACHS WEALTH SERVICES, L.P.
Chicago, IL
·CRD# 7370404·5 years experience

Professional Summary

Ryan Lawrence Taylor is a registered financial advisor currently at GOLDMAN SACHS WEALTH SERVICES, L.P. located in Chicago, Illinois and GOLDMAN SACHS & CO. LLC located in Chicago, Illinois. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Ryan has worked at 2 firms and has passed the Series 65, Series 63, Series 3, Series 7TO, SIE and Series 9 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

GOLDMAN SACHS WEALTH SERVICES, L.P.·CRD# 106693
RIA
71 South Wacker Drive Suite 300, Chicago, IL 60606
September 1, 2023 - Present
GOLDMAN SACHS & CO. LLC·CRD# 361
RIA
BD
71 South Wacker Drive Suite 1200, Chicago, IL 60606
June 26, 2021 - Present

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Current Firm

GS
GOLDMAN SACHS WEALTH SERVICES, L.P.

GOLDMAN SACHS AYCO | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P. | GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT

CRD#: 106693 / SEC#: 801-48238
RIA
Registered Investment Advisory firm - SEC (12/9/1994 Approved)

Contact Information

Main Address

100 Coliseum Drive, Cohoes, NY 12047

Mailing Address

P.o. Box 15201, Albany, NY 12212

Phone Number

(518) 886-4000

# of Employees

1,923

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GOLDMAN SACHS WEALTH SERVICES, L.P. FORM ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

36,184

AUM (Assets Under Management)

$31,688,347,042

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/25/2026Cover PageReport
10/24/2025Cover PageReport
09/25/2024Cover PageReport
11/17/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Guest appearance at Green Bay Packers Inc., a National Football League football team. Organization's primary address is in Green bay, WI. Organization is not primarily engaged in investment-related activity. Start Date is May 23, 2021. Five hours per year. Duties include making a guest appearance as an alumni of the Packers.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GOLDMAN SACHS WEALTH SERVICES, L.P.

GOLDMAN SACHS AYCO | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P. | GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT

CRD#: 106693 / SEC#: 801-48238
RIA
Registered Investment Advisory firm - SEC (12/9/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/10/2021)
RR
Alaska
(7/10/2021)
RR
Arizona
(7/10/2021)
RR
Arkansas
(7/10/2021)
RR
California
(7/10/2021)
RR
Colorado
(6/26/2021)
RR
Connecticut
(7/10/2021)
RR
Delaware
(7/10/2021)
RR
District of Columbia
(6/26/2021)
RR
Florida
(6/26/2021)
RR
Georgia
(7/10/2021)
RR
Hawaii
(7/10/2021)
RR
Idaho
(7/10/2021)
RR
Illinois
(7/10/2021)
IAR
Illinois
(9/1/2023)
RR
Indiana
(7/10/2021)
RR
Iowa
(7/10/2021)
RR
Kansas
(7/10/2021)
RR
Kentucky
(7/10/2021)
RR
Louisiana
(6/26/2021)
RR
Maine
(7/10/2021)
RR
Maryland
(6/26/2021)
RR
Massachusetts
(7/10/2021)
RR
Michigan
(7/10/2021)
RR
Minnesota
(7/10/2021)
RR
Mississippi
(7/10/2021)
RR
Missouri
(7/10/2021)
RR
Montana
(7/10/2021)
RR
Nebraska
(7/10/2021)
RR
Nevada
(7/10/2021)
RR
New Hampshire
(7/10/2021)
RR
New Jersey
(7/10/2021)
RR
New Mexico
(7/10/2021)
RR
New York
(7/10/2021)
RR
North Carolina
(7/10/2021)
RR
North Dakota
(7/10/2021)
RR
Ohio
(6/28/2021)
RR
Oklahoma
(7/10/2021)
RR
Oregon
(7/10/2021)
RR
Pennsylvania
(7/10/2021)
RR
Puerto Rico
(6/26/2021)
RR
Rhode Island
(7/10/2021)
RR
South Carolina
(7/10/2021)
RR
South Dakota
(7/10/2021)
RR
Tennessee
(7/10/2021)
RR
Texas
(7/10/2021)
RR
Utah
(7/10/2021)
RR
Vermont
(7/10/2021)
RR
Virgin Islands
(7/10/2021)
RR
Virginia
(7/10/2021)
RR
Washington
(7/10/2021)
RR
West Virginia
(7/10/2021)
RR
Wisconsin
(7/10/2021)
RR
Wyoming
(7/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2021About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Dec 2021About the Series 3 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2021About the SIE exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Aug 2026About the Series 9 exam
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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lawrence Taylor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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