Daniel Stewart Schramm
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.Oct 2024 to now
- Goldman SachsAug 2024 to now
- N/aAug 2023 to Jul 2024
- Goldman SachsJun 2023 to Aug 2023
- N/aMar 2023 to Jun 2023
- Gruber Law OfficesMay 2022 to Mar 2023
- N/aAug 2021 to Apr 2022
- JPMorgan ChaseMar 2020 to Jul 2021
- PaylocityJan 2020 to Mar 2020
- Dutch BrosJun 2017 to Jan 2020
- Crane Creek Golf CourseMay 2017 to Jun 2017
- Dave & BustersDec 2016 to Mar 2017
- N/aAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7761798
- Firm CRD
- 106693