Olivia Danielle Anastasy
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2024 to now
- Goldman Sachs & Co. LLCJul 2024 to now
- Bentley UniversitySep 2020 to now
- Goldman SachsJun 2023 to Aug 2023
- Goldman SachsJun 2022 to Aug 2022
- Kinder CareSep 2020 to Jan 2021
- Bass CoFeb 2020 to Sep 2020
- Bank of New HampshireJun 2019 to Jan 2022
- Krazy KidsSep 2018 to Feb 2020
- ShawsMay 2018 to Sep 2018
- Middle School/highschool StudentJan 2010 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7762390
- Firm CRD
- 106693