Nathan A Derrick
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
15 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
15 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2021 to now
- Goldman Sachs & Co.llcJun 2021 to now
- Full-time EducationAug 2020 to Jun 2021
- The Ayco CompanyJun 2020 to Aug 2020
- Full-time EducationSep 2019 to Jun 2020
- The Ayco CompanyMay 2019 to Sep 2019
- Full-time EducationJun 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7400472
- Firm CRD
- 106693