Samuel Douglas Beaulac
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.May 2021 to now
- Goldman Sachs & Co. LLCMay 2021 to now
- Cetera Advisor NetworksJan 2020 to May 2021
- Capobianco Financial AdvisorsJan 2020 to Apr 2021
- Key Investment Services LLCJul 2018 to Dec 2019
- Keybank NAMay 2017 to Dec 2019
- Suny OneontaAug 2014 to May 2018
- Aj's PizzeriaSep 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
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
- 6985906
- Firm CRD
- 106693