Samuel David Wein
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
14 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Samuel David Wein? 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
14 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
- Miami UniversityAug 2024 to May 2025
- Goldman SachsJun 2024 to Aug 2024
- CollegeAug 2023 to Jun 2024
- Assured PartnersJun 2023 to Aug 2023
- CollegeAug 2022 to Jun 2023
- Rollhouse EntertainmentJul 2022 to Aug 2022
- CollegeOct 2021 to Jul 2022
- Mutual Security MortgageAug 2020 to Oct 2021
- Rollhouse EntertainmentJan 2018 to Aug 2020
- Middle/high SchoolJan 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7941106
- Firm CRD
- 106693