Kara Deweese
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
14 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
14 years in the industry.
- Goldman Sachs Wealth Services, L.P.Dec 2023 to now
- Goldman SachsJul 2023 to now
- Banana Republic FactoryNov 2022 to Jun 2023
- Suny CantonJul 2022 to Nov 2022
- Goldman SachsMay 2022 to Jul 2022
- Suny CantonMay 2021 to May 2022
- Grant Seger Sport Horses LLCMar 2020 to May 2021
- Kelly Temple EventingOct 2019 to Mar 2020
- Tommy Hilfiger OutletMay 2018 to Oct 2019
- QueensburyJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7786717
- Firm CRD
- 106693