Courtney Mcclellan
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
21 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
21 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2021 to now
- Goldman Sachs Ayco Personal Financial ManagementJul 2021 to now
- The Ohio State UniversityAug 2017 to May 2021
- Revere Local School DistrictAug 2005 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7418003
- Firm CRD
- 106693