Dev Sandipkumar Patel
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2022 to now
- Goldman SachsJul 2022 to now
- KpmgJun 2021 to Jul 2022
- Shivam LLCAug 2020 to Jan 2021
- Delve RiskJun 2020 to Aug 2020
- Virginia Polytechnic Institute and State UniversityAug 2017 to May 2021
- UnemployedJul 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7596241
- Firm CRD
- 106693