Kathleen Mary Lemire
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.Jun 2021 to now
- Ayco, A Goldman Sachs CompanyJan 2021 to now
- UnemployedOct 2020 to Dec 2020
- RedalignJul 2020 to Sep 2020
- Forest Hills Swim ClubJun 2020 to Sep 2020
- University of DaytonSep 2019 to May 2020
- Huntington National BankMay 2019 to Aug 2019
- University of DaytonSep 2018 to Apr 2019
- Nextep SystemsMay 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7332437
- Firm CRD
- 106693