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Lila Grace Prevost

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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

11 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Mar 2025 to now
  2. Goldman Sachs AycoJan 2025 to now
  3. Full Time StudentAug 2024 to Jan 2025
  4. Goldman Sachs AycoJun 2024 to Aug 2024
  5. Full Time StudentDec 2023 to Jun 2024
  6. Study Abroad Through Semester At SesaAug 2023 to Dec 2023
  7. Entrusted ContractingMay 2023 to Aug 2023
  8. Wells Fargo ChampionshipMay 2023 to May 2023
  9. The Masters Golf TournamentApr 2023 to Apr 2023
  10. The Standard At ColumbiaNov 2022 to Mar 2023
  11. Full Time StudentAug 2022 to Nov 2022
  12. Colton Groome FinancialJun 2022 to Aug 2022
  13. Full Time StudentAug 2021 to Jun 2022
  14. The Sweet Escape Frozen YogurtJul 2020 to Aug 2021
  15. Sullivan Ventures Property ManagementMay 2017 to Aug 2021
  16. UnemployedJan 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7940595
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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