Thomas Conigliaro
Thomas Conigliaro is a CFA-designated registered investment advisor at Goldman Sachs Wealth Services, L.P., based in New York, NY, with 25 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 117,699 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.
- Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
- Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
- Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.
Location
200 West Street, New York, NY, 10282-2198
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
Previous Registrations
Marlin & Associates Securities LLCBroker
Goldman, Sachs & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Broadcort Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christopher Atwell, CFAGoldman Sachs Wealth Services, L.P.
- Thomas CoyleGoldman Sachs Wealth Services, L.P.
- Brian Mullally, CFPGoldman Sachs Wealth Services, L.P.
- William Antone, CFPGoldman Sachs Wealth Services, L.P.
- Abyssinia VanterpoolGoldman Sachs Wealth Services, L.P.
- Joshua Bronstein, CFANeuberger Berman Bd LLC