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Benjamin David Estabrook

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.

  1. Goldman Sachs Wealth Services, L.P.Sep 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. Goldman Sachs & Co. LLCJun 2025 to Jul 2025
  4. Apex Capital CorpJun 2024 to Aug 2024
  5. Raymond James FinancialMay 2023 to Aug 2023
  6. Texas Christian UniversityAug 2022 to May 2026
  7. South Suburban Golf CourseMay 2022 to Aug 2022
  8. Mountain Vista High SchoolAug 2018 to May 2022
  9. Mountain Ridge Middle SchoolAug 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
7743713
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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