Levi Walden Taylor
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Levi Walden Taylor? 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.Sep 2026 to now
- Goldman Sachs & Co. LLCJul 2026 to now
- Unemployed- At SchoolAug 2025 to Jul 2026
- Goldman Sachs & Co. LLCJun 2025 to Aug 2025
- Unemployed- At SchoolAug 2024 to Jun 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- Unemployed- At SchoolAug 2023 to Jun 2024
- DaikinMay 2023 to Aug 2023
- Unemployed- At SchoolAug 2022 to May 2023
- HebMay 2022 to Aug 2022
- Unemployed- At SchoolAug 2021 to May 2022
- Trident Aquatics LLCMay 2021 to Aug 2021
- Unemployed- At SchoolAug 2020 to May 2021
- Trident Aquatics LLCMay 2020 to Aug 2020
- Unemployed- At SchoolAug 2019 to May 2020
- Trident Aquatics LLCMay 2019 to Aug 2019
- Unemployed- At SchoolAug 2018 to May 2019
- Trident Aquatics LLCMay 2018 to Aug 2018
- Unemployed- At SchoolJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7940578
- Firm CRD
- 106693