Alexi Caitlin Maher
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
22 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
22 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2021 to now
- Goldman SachsJun 2021 to now
- Pennsylvania State UniversityAug 2020 to May 2021
- Segalini, Neville, & MaherJun 2020 to Aug 2020
- Pennsylvania State UniversityAug 2019 to May 2020
- Pier 6May 2019 to Aug 2019
- Pennsylvania State UniversityAug 2017 to May 2019
- Framingham Country ClubMar 2017 to Aug 2018
- Ashland Public SchoolsAug 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7400092
- Firm CRD
- 106693