Benjamin Peter Wicks
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
8 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
8 years in the industry.
- Goldman Sachs Wealth Services, L.P.Dec 2025 to now
- Goldman SachsAug 2024 to now
- Bridge Business CreditMay 2024 to Aug 2024
- Lee Industrial ContractingMay 2023 to Aug 2023
- KrogerMay 2022 to Aug 2022
- Northville LumberMay 2021 to Aug 2021
- Michigan State UniversityAug 2020 to Apr 2024
- Dickies BarbecueMar 2019 to Feb 2020
- Fox Run Retirement HomeMar 2017 to Mar 2019
- Novi High SchoolAug 2016 to May 2020
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
- 7981802
- Firm CRD
- 106693