Samuel Michael Harris
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.
- Goldman Sachs Wealth Services, L.P.Mar 2024 to now
- Goldman SachsJan 2024 to now
- State and LibertyOct 2023 to Jan 2024
- Goldman SachsJun 2023 to Aug 2023
- Self EmployedMay 2022 to Aug 2022
- Holiday Inn Club VacationsApr 2021 to Aug 2021
- Aurora UniversityAug 2020 to Dec 2023
- Extended TravelAug 2019 to May 2020
- Extended TravelAug 2018 to May 2019
- Full-time EducationApr 2018 to May 2018
- Extended TravelAug 2017 to Apr 2018
- Full-time EducationAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7762408
- Firm CRD
- 106693