Allison Michelle Larman
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
8 yearsExperience
1 stateRegistered 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
8 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2021 to now
- Goldman SachsSep 2021 to now
- Independent ContractorJan 2021 to Aug 2021
- Ameriprise Financial Services, IncJan 2020 to Dec 2020
- UnemployedDec 2018 to Jan 2020
- The Ayco Company, L.p./mercer AlliedFeb 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6385049
- Firm CRD
- 106693