Bryce Morgan Bockin
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
18 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
18 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jul 2022 to now
- Goldman Sachs & Co. LLCJul 2022 to now
- LyftOct 2017 to now
- Cetera Advisor Networks LLCJun 2021 to Aug 2022
- Voya Finanacial AdvisorsMay 2018 to Jun 2021
- Mat AssigningMay 2013 to Dec 2019
- United States Soccer FederationJan 2008 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6946937
- Firm CRD
- 106693