Zachary D Dunning
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Zachary D Dunning? 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
12 years in the industry.
- Goldman Sachs & Co. LLCJan 2021 to now
- Goldman Sachs Wealth Services, L.P.Mar 2020 to now
- The Ayco Company, L.p./mercer AlliedSep 2019 to Jan 2021
- Dana DistributorsJul 2019 to Aug 2019
- Northwestern MutualMay 2018 to Sep 2018
- Southern New Hampshire UniversitySep 2015 to May 2019
- Mb&l Parking SolutionsJun 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6909297
- Firm CRD
- 106693