Anastasiia
Toussaint

Goldman Sachs Wealth Services, L.P

CRD#7605099
Investment Advisor
in Dallas, TX

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About this Advisor

Anastasiia Toussaint is a financial advisor based in Dallas, Texas, working with Goldman Sachs Wealth Services, L.P. Anastasiia has previously worked at Csi Group LLC, Bentley University, United Temp Inc, First Path Daycare, Mother Anna's Restaurant, Patina Group, Christmas In The City, Cambridge College, HR Block, Lviv National University Of Ivan-Franko, and Goldman Sachs. Anastasiia has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Anastasiia is part of Goldman Sachs Wealth Services, L.P, which operates in Dallas, Texas. The firm has 23 offices and 1,809 employees. The firm manages assets totaling $26.0 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Goldman Sachs Wealth Services, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2001 Ross Avenue Suite 2800
Dallas, TX 75201

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Goldman Sachs Wealth Services, L.P Brokerage Details

Total Assets Under Management

$25,958,285,000

TX Average: $7,464,549,021
Total Number of Employees

1,809

TX Average: 88
Total Number of Accounts

33,477

TX Average: 3,892
Average Account Size

$775,407

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Anastasiia Toussaint Work History

2022 - Present (3 years)

Goldman Sachs

2022 - 2022 (< 1 year)

Csi Group LLC

2021 - 2021 (< 1 year)

Bentley University

2020 - 2022 (2 years)

Bentley University

2020 - 2020 (< 1 year)

Hr Block

2019 - 2020 (1 year)

Csi Group LLC

2019 - 2019 (< 1 year)

First Path Daycare

2019 - 2019 (< 1 year)

Patina Group

2019 - 2019 (< 1 year)

Christmas In The City

2018 - 2019 (1 year)

Mother Anna'S Restaurant

2017 - 2018 (1 year)

United Temp Inc

2017 - 2019 (2 years)

Cambridge College

2015 - 2017 (2 years)

Lviv National University Of Ivan-Franko

Disclosures

Please visit the SEC profile of Anastasiia Toussaint to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goldman Sachs Wealth Services, L.P

Caroline Condevaux
Newport Beach, CA
Anakaren Rosas
Newport Beach, CA
Lacie Holbert
Irving, TX
Brian Juliano
Cohoes, NY
Dominique Fisichella
Jersey City, NJ
Amanda Ripley
Cohoes, NY
Thomas Caiazzo
Morristown, NJ
Regina Pollack
Cohoes, NY

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