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Nicholas Alexander Schell

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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

10 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Aug 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. The Pennsylvania UniversitySep 2025 to May 2026
  4. Goldman Sachs & CoJun 2025 to Aug 2025
  5. 24 CarrotsMay 2025 to May 2026
  6. Sharkies Bar and Bottle ShopAug 2024 to May 2025
  7. Goldman Sachs & Co. LLCJun 2024 to Aug 2024
  8. Kpmg EspanaJun 2023 to Aug 2023
  9. The Pennsylvania State UniversityJul 2022 to May 2026
  10. Specialty Advisory ServicesJul 2021 to Jul 2022
  11. Coldstone CreameryMay 2021 to Jul 2021
  12. Northwood High SchoolSep 2018 to Jun 2022
  13. Sierra Vista Middle SchoolJul 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7941606
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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