AS
AS

Aaron Skutelsky

12 Years of Experience
Houston, TX
Broker

Aaron Skutelsky is a registered investment advisor at Goldman Sachs & CO. LLC, based in Houston, TX, with 12 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46,268 clients with $130B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1124 advisors
Number of Clients
46,268 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$133.6B

Fee Structure

Minimum Investment:$1.1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.50%
$10M+0.50%

Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

609 Main Street, Suite 2100, Houston, TX, 77002

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Goldman Sachs & CO. LLC
January 2021 - Present · 5 yrs 9 mos
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 9 mos
Goldman Sachs Wealth Services, L.P.
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
June 2017 - January 2021 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - March 2017 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - March 2017 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
June 2014 - February 2015 · 8 mos
Citigroup Global Markets INC.Broker
December 2006 - May 2008 · 1 yr 5 mos
State Registrations28 states
ALAZCACOCTDCFLGAHIIDKSKYLAMAMDMNNCNHNJNVNYOHORTNTXUTVAWA
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.
More Advisors
Aaron Skutelsky - Financial Advisor | TrueAdvisor