Shane Michael Ellis
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.
- Goldman Sachs Wealth Services, L.P.Oct 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- University of Illinois Urbana-champaignAug 2024 to May 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- Arthur J. Gallagher & Co.May 2023 to May 2024
- University of Illinois Urbana-champaignAug 2022 to May 2023
- Arthur J. Gallagher & Co.May 2022 to Aug 2022
- University of Illinois Urbana-champaignAug 2021 to May 2022
- Jewel-oscoMar 2020 to Aug 2021
- Top GolfNov 2019 to Mar 2020
- OberweisJun 2019 to Nov 2019
- UnemployedJan 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7941259
- Firm CRD
- 106693