Nidhi chetanbhai Patel
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Nidhi chetanbhai Patel? Claim your profile
Contact this firm
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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Aug 2025 to now
- Goldman Sachs & Co. LLCAug 2023 to now
- Robert HalfMay 2023 to Aug 2023
- Floral Vale Dental ExcellenceMar 2023 to May 2023
- New Jersey Campus CompactMay 2019 to Aug 2019
- New Jersey City UniversityJan 2019 to Dec 2022
- New Jersey City UniversitySep 2018 to Dec 2018
- N/aJan 2013 to Aug 2018
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
- 7794810
- Firm CRD
- 106693