Alexander Theurer Novak
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.May 2026 to now
- Goldman Sachs & Co. LLCApr 2026 to now
- Advantage Xpo/staffmarkMar 2025 to Apr 2026
- UnemployedAug 2024 to Mar 2025
- RBC Wealth ManagementJun 2024 to Aug 2024
- Trepp, Inc.Jun 2023 to Aug 2023
- Trepp, Inc.May 2022 to May 2023
- Camp RiverbendJun 2021 to Aug 2022
- Great Swamp GreenhousesMay 2018 to Jul 2018
- Full Time EducationSep 2013 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7939556
- Firm CRD
- 106693