Megan Grace Akers
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2023 to now
- Goldman SachsJul 2023 to now
- Hillsdale CollegeAug 2022 to Jul 2023
- Goldman SachsMay 2022 to Aug 2022
- Hillsdale CollegeAug 2021 to May 2022
- Michigan Food and Beverage AssociationMay 2021 to Aug 2021
- Hillsdale CollegeAug 2020 to May 2021
- Culver'sMay 2020 to Jul 2020
- Hillsdale CollegeAug 2019 to May 2020
- Culver'sAug 2017 to Aug 2019
- UnemployedJan 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7585588
- Firm CRD
- 106693