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Nathan Grant Neville

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
24 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

24 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Aug 2025 to now
  2. Goldman SachsApr 2025 to now
  3. Henderson Brothers, Inc.Jul 2024 to Mar 2025
  4. Henderson Brothers, Inc.May 2023 to Aug 2023
  5. Pikewood National Golf ClubMay 2022 to May 2024
  6. Chick-fil-aMay 2021 to Aug 2021
  7. West Virginia UniversityAug 2020 to May 2024
  8. Sleepy Hollow Golf ClubMar 2019 to Aug 2020
  9. UnemployedAug 2002 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
8070433
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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