John Roberts Raymond
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 2025 to now
- Goldman Sachs AycoJan 2025 to now
- Na - UnemployedMay 2024 to Jan 2025
- Element Times SquareJul 2023 to Sep 2023
- Hyatt House ChelseaJul 2023 to Sep 2023
- AfscoJun 2022 to Aug 2022
- AfscoJun 2021 to Aug 2021
- Fordham UniversitySep 2020 to May 2024
- Niskayuna High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8036578
- Firm CRD
- 106693