Adam Daniel Block
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
21 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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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
21 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2023 to now
- Goldman, Sachs & Co.Jun 2022 to now
- UnemployedJan 2022 to May 2022
- Broadridge Financial Solutions, Inc.Sep 2018 to Dec 2021
- Goldman, Sachs & CoOct 2005 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4759550
- Firm CRD
- 106693