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Terrence Randel Babe

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
15 yearsExperience
1 stateRegistered in
CFADesignation
$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

15 years in the industry.

  1. Goldman Sachs & Co. LLCJan 2021 to now
  2. Goldman Sachs Wealth Services, L.P.Feb 2018 to now
  3. The Ayco Company, L.p./mercer AlliedFeb 2018 to Jan 2021
  4. Goldman, Sachs & Co.Jul 2011 to Feb 2018

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
3131629
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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