Maxwell Scott Thompson
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2022 to now
- Goldman Sachs AycoJul 2022 to now
- Performance Wealth PartnersJun 2021 to Jul 2021
- Brad Scott - State Farm AgencyJan 2021 to Jun 2022
- National Agents AllianceJun 2020 to Sep 2020
- Express Employment ProfessionalsJun 2019 to Aug 2019
- University of ArkansasAug 2018 to May 2022
- Self-made Moving CompanyJan 2018 to Aug 2019
- Yogurt BeachJul 2016 to Jun 2019
- Neuqua Valley High SchoolAug 2014 to Jun 2018
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
- 7607410
- Firm CRD
- 106693