Daniel Roger Brennan
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2023 to now
- Goldman Sachs & Co LLCJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- University of MiamiAug 2022 to May 2023
- Goldman Sachs & Co LLCMay 2022 to Aug 2022
- University of MiamiAug 2021 to May 2022
- United States ArmyJun 2019 to Aug 2021
- US ArmyJun 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7584661
- Firm CRD
- 106693