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CRD#: 48015
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

GOLDMAN SACHS CUSTODY SOLUTIONS is located at 8180 Greensboro Dr 8th Floor, Mclean, VA 22102 and was first established at Philadelphia, Virginia in 01/10/2000. After operating for 26 years, GOLDMAN SACHS CUSTODY SOLUTIONS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GOLDMAN SACHS CUSTODY SOLUTIONS’s clients are individuals and 0% of their clients are high net worth individuals. GOLDMAN SACHS CUSTODY SOLUTIONS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GOLDMAN SACHS CUSTODY SOLUTIONS are registered to handle securities or provide financial advice. The firm has 7 disclosures, 6 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GOLDMAN SACHS CUSTODY SOLUTIONS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GOLDMAN SACHS CUSTODY SOLUTIONS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for GOLDMAN SACHS CUSTODY SOLUTIONS Comes From

Understanding the Statistics for GOLDMAN SACHS CUSTODY SOLUTIONS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
6
Arbitration
1

FIRM INFORMATION

Main Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Mailing Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Firm Size
Small
Phone Number
(703) 245-4000
Established
Virginia since 01/10/2000
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FOLIO FINANCIAL, INC. (D/B/A GOLDMAN SACHS CS HOLDINGS)100 % SHAREHOLDER
CHOKSI, ANISH PARENCHIEF COMPLIANCE OFFICER6506840
EISENSTEIN, JEREMY SCHIEF EXECUTIVE OFFICER & PRESIDENT4972748
FYFFE, JAMES COMPEAUCHIEF FINANCIAL OFFICER, FINOP & PFO2619159
GERAGHTY, PETER RICHARDGENERAL COUNSEL4930752
GREEFF, BRIAN MICHAELCOO & POO4273392
SIEGLER, ADAM JAMESMANAGING DIRECTOR5112351

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Advisor's working at GOLDMAN SACHS CUSTODY SOLUTIONS

BA

Briana Luiyina Arias

Briana Arias
RR
CRD#: 7623202
Location:
Dallas, TX 75201
Company:
GOLDMAN SACHS CUSTODY SOLUTIONS
Disclosures:
Experience:
3 years
View Profile
RC

Robert Samual Carruth

Robert Carruth
RR
CRD#: 7623203
Location:
Dallas, TX 75201
Company:
GOLDMAN SACHS CUSTODY SOLUTIONS
Disclosures:
Experience:
3 years
View Profile
KC

Kenneth Patrick Courtney

Kenneth P Courtney
RR
CRD#: 1858429
Location:
New York, NY 10282
Company:
GOLDMAN SACHS CUSTODY SOLUTIONS
Disclosures:
Experience:
30 years
View Profile
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