Adam Jonathan Boese
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.
- Goldman Sachs Wealth Services, L.P.Mar 2026 to now
- Goldman Sachs & Co. LLCFeb 2026 to now
- Advantage XpoAug 2024 to Feb 2026
- Ellsworth Kelly Studio (jack Shear)Jun 2017 to Aug 2024
- Boys and Girls ClubFeb 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7972374
- Firm CRD
- 106693