Daniel Gregory Helms
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.Apr 2025 to now
- Goldman SachsJul 2022 to now
- JPMorgan Chase & CoJan 2021 to May 2022
- Hilton - Spencer's for Steak and ChopsAug 2019 to Mar 2020
- Red IguanaJul 2019 to Aug 2019
- Utah County Fire DepartmentMay 2017 to Aug 2021
- United State Marine CorpsJun 2016 to Dec 2023
- University of UtahAug 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7603881
- Firm CRD
- 106693