Il kyu Lee
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2024 to now
- Goldman Sachs & Co.llcJul 2024 to now
- Northeastern UniversityJan 2024 to May 2024
- UBSAug 2023 to Dec 2023
- Goldman Sachs & Co.llcJun 2023 to Aug 2023
- Sciences PoJan 2023 to May 2023
- Commonwealth Financial NetworkAug 2022 to Dec 2022
- Goldman SachsJun 2022 to Aug 2022
- Northeastern UniversitySep 2021 to Jun 2022
- Cuny Baruch CollegeSep 2019 to Aug 2021
- Stuyvesant High SchoolSep 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7583045
- Firm CRD
- 106693