Amanda Grace Sims
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
7 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Amanda Grace Sims? Claim your profile
Contact this firm
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
7 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2022 to now
- Goldman SachsJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- Durham Public Schools FoundationJan 2022 to May 2022
- UnemployedAug 2021 to Jan 2022
- Dream CenterMay 2021 to Aug 2021
- UnemployedJan 2020 to May 2021
- Lily Mae's Boutique & GiftsDec 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7605050
- Firm CRD
- 106693