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Drew Alexander Steele

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.

  1. Goldman Sachs Wealth Services, L.P.Oct 2023 to now
  2. Goldman SachsJul 2023 to now
  3. UnemployedSep 2022 to Jul 2023
  4. Goldman SachsJun 2022 to Aug 2022
  5. Unemployed AgainAug 2021 to Jun 2022
  6. AmazonApr 2020 to Aug 2020
  7. YmcaJul 2017 to Aug 2021
  8. Unemployed.Jul 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7586209
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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