Miranda Jaclyn Josephson
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
15 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
15 years in the industry.
- Goldman Sachs Wealth Services, L.P.Feb 2023 to now
- Goldman SachsJul 2022 to now
- Blackdiamond Wealth ManagementNov 2020 to Jul 2021
- New York UniversityFeb 2020 to May 2022
- Swiss Post SolutionsDec 2019 to Feb 2020
- JcrewNov 2019 to Dec 2019
- Elon UniversityAug 2017 to May 2019
- Gatehill Day CampJun 2017 to Aug 2017
- Churchillschool and CenterJan 2012 to Jun 2017
- Murray & Josephson Cpa LLCJan 2011 to Jul 2022
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
- 7604917
- Firm CRD
- 106693