Zachary Robert Evans
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Dec 2024 to now
- Goldman SachsAug 2024 to now
- Legal Aid Society of Northeastern New YorkJan 2024 to Apr 2024
- Goldman SachsJun 2023 to Aug 2023
- New York State Department of Environmental ConservationMar 2023 to May 2023
- National Sea Grant Law CenterMay 2022 to Jul 2022
- Albany Law SchoolAug 2021 to May 2024
- National Wildlife FederationOct 2017 to Jul 2021
- RandstadOct 2016 to Dec 2017
- Trade Bar DcMay 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7761763
- Firm CRD
- 106693