Courtney Scott Kerester
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2024 to now
- Goldman Sachs & Co. LLCSep 2024 to now
- UnemployedMay 2024 to Aug 2024
- Brooklyn Law SchoolAug 2023 to May 2024
- Goldman Sachs & Co. LLCJun 2023 to Aug 2023
- Brooklyn Law SchoolAug 2022 to May 2023
- Daiwa Capital MarketsJun 2022 to Aug 2022
- Brooklyn Law SchoolAug 2021 to May 2022
- Weitz and LuxenbergJan 2021 to Aug 2021
- UnemployedMar 2020 to Dec 2020
- Law Offices of Jeffrey LichtmanJan 2020 to Mar 2020
- UnemployedMay 2019 to Jan 2020
- Hayword FinesseJun 2018 to Aug 2018
- Law Offices of Jeffrey LichtmanJun 2017 to Aug 2017
- Student At University of MichiganAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7777588
- Firm CRD
- 106693