Heather Marie Carver
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
26 yearsExperience
2 statesRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Heather Marie Carver? Claim your profile
Contact this firm
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
26 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jul 2021 to now
- Goldman Sachs & Co. LLCJan 2021 to now
- The Ayco Company, L.P.May 2000 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 3249534
- Firm CRD
- 106693