Kiera N Davis
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2025 to now
- Goldman Sachs & Co. LLCJan 2021 to now
- The Ayco Company, L.p./mercer AlliedDec 2019 to Jan 2021
- Hudson Valley Community CollegeJun 2019 to Dec 2019
- Fulton Montgomery Community CollegeSep 2018 to Jan 2019
- M&t BankMay 2018 to Jun 2019
- Hfm BocesJan 2018 to May 2018
- RaindancerAug 2017 to Feb 2018
- Russell Sage CollegeAug 2014 to May 2017
- I Go InnJun 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7217090
- Firm CRD
- 106693