Chloe Rose Green
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Chloe Rose Green? 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2024 to now
- Goldman Sachs AycoJul 2024 to now
- Goldman Sachs AycoJun 2023 to Aug 2023
- Bucknell Center for Career AdvancementAug 2022 to Apr 2024
- Bucknell UniversityAug 2020 to May 2024
- Hingham High SchoolSep 2016 to Jun 2020
- Jj's Dairy HutApr 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7762249
- Firm CRD
- 106693