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Ethan David Shack

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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

12 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Mar 2025 to now
  2. Goldman Sachs & Co. LLCJan 2025 to now
  3. Advantage XpoJun 2024 to Jan 2025
  4. NoneSep 2022 to May 2024
  5. Jcc ChicagoJun 2022 to Aug 2022
  6. NoneSep 2021 to May 2022
  7. Home DepotJun 2021 to Aug 2021
  8. NoneFeb 2020 to May 2021
  9. Regal Cinemas IncJun 2019 to Jan 2020
  10. NoneJan 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
7940506
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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