Yewon
Do

Goldman Sachs Wealth Services, L.P

CRD#7585140
Investment Advisor
in New York, NY

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About this Advisor

Yewon Do is a financial advisor based in New York, New York, working with Goldman Sachs Wealth Services, L.P. Yewon Do has previously worked at Ayco Goldman Sachs, The Estee Lauder Companies, Club Monaco, Fordham University Gabelli School Of Business, Goldman Sachs, Fordham University, Scott Shin Language Institute, Saint Andrew's School, and Kumon, Inc. Yewon Do has passed the Series 66 regulatory exam and is registered to provide services in New York. Yewon Do is currently part of Goldman Sachs Wealth Services, L.P, which has 23 offices and 1,809 employees. The firm manages $26.0 billion in assets and serves both charitable organizations and high-net-worth clients. 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

200 West Street
New York, NY 10282

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Goldman Sachs Wealth Services, L.P Brokerage Details

Total Assets Under Management

$25,958,285,000

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

1,809

NY Average: 88
Total Number of Accounts

33,477

NY Average: 3,892
Average Account Size

$775,407

NY 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

Yewon Do Work History

2023 - Present (2 years)

Goldman Sachs

2022 - 2022 (< 1 year)

Ayco Goldman Sachs

2022 - 2022 (< 1 year)

Fordham University

2021 - 2021 (< 1 year)

The Estee Lauder Companies

2021 - 2021 (< 1 year)

Club Monaco

2021 - 2021 (< 1 year)

Fordham University Gabelli School Of Business

2021 - 2022 (1 year)

Fordham University

2019 - 2021 (2 years)

Fordham University

2019 - 2019 (< 1 year)

Scott Shin Language Institute

2018 - 2019 (1 year)

Saint Andrew'S School

2018 - 2018 (< 1 year)

Kumon, Inc

2015 - 2018 (3 years)

Saint Andrew'S School

Disclosures

Please visit the SEC profile of Yewon Do 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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