Nicole Alyssa Davis
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
23 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
23 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Goldman Sachs AycoJun 2024 to Aug 2024
- Beaverkill Valley InnMay 2024 to Jun 2025
- Inspire Confidence Group of Ameriprise FinancialSep 2023 to Apr 2024
- Nycm InsuranceJun 2022 to Sep 2022
- Livingston Manor Central SchoolMay 2022 to Jun 2025
- Siena CollegeSep 2021 to Dec 2024
- Smoke Joint CatskillsJun 2021 to Aug 2022
- Sullivan RenaissanceJun 2021 to Aug 2021
- Livingston Manor Central SchoolAug 2003 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7791016
- Firm CRD
- 106693