Lilly S Adelstein
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.
- Goldman Sachs Wealth Services, L.P.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- UnemployedMay 2025 to Jul 2025
- The Ohio State UniversityAug 2024 to May 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- The Ohio State UniversityAug 2023 to May 2024
- E78 Partners LLCApr 2023 to Aug 2023
- The Ohio State UniversityAug 2021 to May 2023
- Finish Strong AthleticsMay 2021 to Aug 2021
- Highland Park High SchoolSep 2017 to May 2021
- UnemployedMay 2017 to Sep 2017
- Northwood Middle SchoolSep 2014 to May 2017
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
- 7940610
- Firm CRD
- 106693