Debra Doe is a registered investment advisor at Goldman Sachs & CO. LLC, based in Newport Beach, CA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 41,781 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4000 MacArthur Blvd, 10th Floor, Newport Beach, CA, 92660
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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.
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Debra owns Precious Metals Recycling, dedicating minimal time to general management. She is also a sales member for Mary Kay Inc. and a driver for DoorDash, spending about 10-20% of her time delivering food.
Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Previous Registrations
Mercer Allied Company, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Navy Federal Brokerage Services, LLCBroker
State Registrations34 states
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