Caroline Chyles Dean
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.May 2026 to now
- Goldman Sachs & Co.llcJul 2020 to now
- Georgia College and State UniversityAug 2019 to May 2020
- Goldman Sachs & Co. LLCMay 2019 to Jul 2019
- Ernst & Young LLPJan 2019 to Mar 2019
- Piedmont Driving ClubMay 2016 to Jan 2017
- Smoothie KingFeb 2016 to Dec 2018
- Georgia College and State UniversityAug 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7095081
- Firm CRD
- 106693