William E. Pasko

GOLDMAN SACHS WEALTH SERVICES, L.P.

NEW YORK, NY 10282-2198

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CRD#: 7453067

Professional summary

William Edward Pasko is a registered financial advisor currently at GOLDMAN SACHS WEALTH SERVICES, L.P. located in New York, New York and GOLDMAN SACHS & CO. LLC located in New York, New York.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. William has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Pasko's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 30, 2024 - Present

GOLDMAN SACHS WEALTH SERVICES, L.P.

Office #1: 200 West Street, New York, NY 10282-2198

RIA

CRD#: 106693

NEW YORK, NY

Current

August 31, 2023 - Present

GOLDMAN SACHS & CO. LLC

Office #1: 200 West Street, New York, NY 10282-2198

RIA

CRD#: 361

New York, NY

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".

GOLDMAN SACHS WEALTH SERVICES, L.P.

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

CRD#: 106693 / SEC#: 801-48238

RIA

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/26/2024)

Alaska
(1/26/2024)

Arizona
(1/26/2024)

Arkansas
(1/26/2024)

California
(1/26/2024)

Colorado
(8/31/2023)

Connecticut
(1/26/2024)

Delaware
(1/26/2024)

District of Columbia
(8/31/2023)

Florida
(8/31/2023)

Georgia
(1/26/2024)

Hawaii
(1/26/2024)

Idaho
(1/26/2024)

Illinois
(1/26/2024)

Indiana
(1/26/2024)

Iowa
(1/26/2024)

Kansas
(1/26/2024)

Kentucky
(1/26/2024)

Louisiana
(8/31/2023)

Maine
(1/26/2024)

Maryland
(8/31/2023)

Massachusetts
(1/26/2024)

Michigan
(1/26/2024)

Minnesota
(1/26/2024)

Mississippi
(1/26/2024)

Missouri
(1/26/2024)

Montana
(1/26/2024)

Nebraska
(1/26/2024)

Nevada
(1/26/2024)

New Hampshire
(1/26/2024)

New Jersey
(1/26/2024)

New Mexico
(1/26/2024)

New York
(1/26/2024)

IAR

New York
(1/30/2024)

North Carolina
(1/26/2024)

North Dakota
(1/26/2024)

Ohio
(1/29/2024)

Oklahoma
(1/26/2024)

Oregon
(1/26/2024)

Pennsylvania
(1/26/2024)

Puerto Rico
(8/31/2023)

Rhode Island
(1/26/2024)

South Carolina
(1/26/2024)

South Dakota
(1/26/2024)

Tennessee
(1/26/2024)

Texas
(1/26/2024)

Utah
(1/26/2024)

Vermont
(1/26/2024)

Virgin Islands
(1/26/2024)

Virginia
(1/26/2024)

Washington
(1/26/2024)

West Virginia
(1/26/2024)

Wisconsin
(1/26/2024)

Wyoming
(1/26/2024)

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

State Security Law Exam

IAR

Series 65

Date: 1/26/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/26/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/31/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/11/2023

Securities Industry Essentials Examination

SRO Registrations

BOX Exchange LLC

SRO Registrations

Cboe BYX Exchange, Inc.

SRO Registrations

Cboe BZX Exchange, Inc.

SRO Registrations

Cboe C2 Exchange, Inc.

SRO Registrations

Cboe EDGA Exchange, Inc.

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

Cboe Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

SRO Registrations

Long-Term Stock Exchange, Inc.

SRO Registrations

MEMX LLC

SRO Registrations

MIAX Emerald, LLC

SRO Registrations

MIAX PEARL, LLC

SRO Registrations

MIAX Sapphire

SRO Registrations

Miami International Securities Exchange, LLC

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

NYSE National, Inc.

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq BX, Inc.

SRO Registrations

Nasdaq GEMX, LLC

SRO Registrations

Nasdaq ISE, LLC

SRO Registrations

Nasdaq MRX, LLC

SRO Registrations

Nasdaq PHLX LLC

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

GOLDMAN SACHS WEALTH SERVICES, L.P.

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

CRD#: 106693 / SEC#: 801-48238

RIA

Registered Investment Advisory firm - (12/9/1994 Approved)

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Contact information

Main Address

100 Coliseum Drive, Cohoes, NY 12047

Mailing Address

P.o. Box 15201, Albany, NY 12212

Phone number

(518) 886-4000

Established

Firm type

Fiscal year end

# of Employees

1,809

SEC notice filing (53 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 (7/1/2025)

GOLDMAN SACHS WEALTH SERVICES, L.P. FORM ADV PART 2A - APPENDIX 1 (7/1/2025)

Regulatory assets under management

Total Number of Accounts	33,477
AUM (Assets Under Management)	$ 25,958,285,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
09/25/2024	Cover Page	Report
11/17/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

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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Advisor Monitoring

Firm Stability Insights

William E. Pasko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Pasko's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

GOLDMAN SACHS WEALTH SERVICES, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2024

Series 63

Date: 1/26/2024

Series 7TO

Date: 8/31/2023

SIE

Date: 8/11/2023

BOX Exchange LLC

Cboe BYX Exchange, Inc.

Cboe BZX Exchange, Inc.

Cboe C2 Exchange, Inc.

Cboe EDGA Exchange, Inc.

Cboe EDGX Exchange, Inc.

Cboe Exchange, Inc.

FINRA

Investors' Exchange LLC

Long-Term Stock Exchange, Inc.

MEMX LLC

MIAX Emerald, LLC

MIAX PEARL, LLC

MIAX Sapphire

Miami International Securities Exchange, LLC

NYSE American LLC

NYSE Arca, Inc.

NYSE National, Inc.

NYSE Texas, Inc.

Nasdaq BX, Inc.

Nasdaq GEMX, LLC

Nasdaq ISE, LLC

Nasdaq MRX, LLC

Nasdaq PHLX LLC

Nasdaq Stock Market

New York Stock Exchange

Current Firm

GOLDMAN SACHS WEALTH SERVICES, L.P.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GOLDMAN SACHS WEALTH SERVICES, L.P.

TRUST BUT VERIFY

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