Brooke Lilly Wallace
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Brooke Lilly Wallace? 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Oct 2025 to now
- Goldman Sachs & Co. LLC.Jul 2025 to now
- Goldman Sachs & Co. LLC.Jun 2024 to Aug 2024
- Wynkoop FinancialJul 2023 to Jul 2023
- Tsamutalis and CompanyJun 2022 to Jun 2022
- Bucknell UniversityAug 2021 to May 2025
- Dopo ArgentoJun 2020 to Aug 2022
- Northern Highlands Regional High SchoolJun 2018 to Jun 2021
- Future Stars Summer CampsJun 2017 to Aug 2019
- Emil A. Cavallini Middle SchoolJun 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7940707
- Firm CRD
- 106693