Michael Shane Sullivan
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$31.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2023 to now
- Goldman Sachs & Co.llcJun 2018 to now
- Cetera Advisor Networks LLCNov 2017 to Jun 2020
- United Capital Financial Advisers, LLCApr 2015 to Jun 2019
- Girard SecuritiesApr 2015 to Nov 2017
- Valhaven Wealth LLCSep 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 3 states (LA, RI, TX).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2806909
- Firm CRD
- 106693