Kathryn Anna Dougherty
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.Sep 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- UnemployedSep 2024 to May 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- UnemployedJan 2024 to May 2024
- UnemployedAug 2023 to Dec 2023
- Holly Hill Pool & PatioMay 2023 to Aug 2023
- Fairfield UniversitySep 2022 to May 2023
- Holly Hill Pool & PatioMay 2022 to Aug 2022
- Fairfield UniversitySep 2021 to May 2022
- UnemployedSep 2020 to Sep 2021
- PrivateMay 2020 to Sep 2020
- Kbd Enterprises, LLCOct 2019 to Dec 2024
- UnemployedSep 2019 to Jun 2020
- Staten Island AcademyJun 2019 to Jul 2019
- UnemployedSep 2018 to Jun 2019
- Staten Island AcademyJun 2018 to Jul 2018
- UnemployedSep 2017 to Jun 2018
- Staten Island AcademyJun 2017 to Jul 2017
- UnemployedJul 2015 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
- 7942001
- Firm CRD
- 106693