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Adam Tamburro

10 Years of Experience
Broker

Adam Tamburro is a registered investment advisor at Goldman Sachs & CO. LLC, based in Troy, MI, with 10 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

1301 W. Long Lake Road, Suite 360, Troy, MI, 48098

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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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Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 3 mos
Goldman Sachs Wealth Services, L.P.
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
May 2017 - January 2021 · 3 yrs 8 mos
Prudential Financial Planning Services
March 2016 - November 2016 · 8 mos
Pruco Securities, LLC.Broker
May 2015 - November 2016 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.