Frances Marie Dolan
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Frances Marie Dolan? Claim your profile
Contact this firm
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.Sep 2026 to now
- Goldman Sachs & Co. LLCMay 2024 to now
- First Horizon CompanyFeb 2023 to Jun 2023
- Morgan StanleyJun 2022 to Oct 2022
- Compass Real EstateAug 2020 to Jan 2021
- Patricia MarkosMay 2020 to May 2024
- Loyola University ChicagoAug 2019 to May 2022
- University of Illinois Urbana ChaimpaignAug 2018 to May 2019
- Dr. Scholl FoundationDec 2017 to Jun 2018
- Village of KenilworthMay 2016 to Sep 2020
- New Trier High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7544868
- Firm CRD
- 106693