ZP
ZP

Zachary Prescott

28 Years of Experience
Atlanta, GA
Broker

Zachary Prescott is a registered investment advisor at Goldman Sachs & CO. LLC, based in Atlanta, GA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 41,781 clients with $110B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1073 advisors
Number of Clients
41,781 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$114.9B

Fee Structure

Minimum Investment:$1.1M

Clients generally compensate Goldman Sachs for its advisory services through a fee calculated as a percentage of the assets in the advisory account. The advisory fee varies depending on factors such as the pricing model, the size of the relationship, client customization of investment guidelines, required service levels, and the asset class. Clients may pay more or less than other clients invested in similar strategies. For certain fixed income strategies, clients may receive a fee reduction during low interest rate environments. Clients also pay commissions, commission equivalents, mark-ups, mark-downs and spreads in addition to advisory fees.

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Location

3550 Peachtree Road NE, Suite 1000, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Zachary is a member of the Investment Committee and Board of Trustees at High Meadows School, dedicating minimal time per month. He also serves on the Executive Committee, spending a few hours per week on investment oversight.

Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 4 mos
Goldman Sachs Wealth Services, L.P.
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
April 2006 - January 2021 · 14 yrs 9 mos
Wachovia Securities, LLCBroker
December 2004 - March 2006 · 1 yr 3 mos
Wachovia Securities, LLC
December 2004 - March 2006 · 1 yr 3 mos
Morgan Stanley
March 2003 - November 2004 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
August 1997 - November 2004 · 7 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Zachary Prescott - Financial Advisor | TrueAdvisor