Danielle Madison Britton
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.Sep 2026 to now
- Goldman Sachs & Co. LLCJul 2026 to now
- UnemployedMay 2026 to Jul 2026
- Wake Forest UniversityAug 2025 to May 2026
- Goldman Sachs & Co. LLCJun 2025 to Aug 2025
- Wake Forest UniversityAug 2024 to May 2025
- Bartlett, Pringle & WolfJun 2024 to Aug 2024
- Wake Forest UniversityAug 2023 to May 2024
- Bartlett, Pringle & WolfMay 2023 to Aug 2023
- Wake Forest UniversityAug 2022 to May 2023
- Bartlett, Pringle & WolfMay 2022 to Jul 2022
- San Marcos High SchoolAug 2021 to Jun 2022
- Bartlett, Pringle & WolfJun 2021 to Aug 2021
- San Marcos High SchoolAug 2020 to Jun 2021
- UnemployedJun 2020 to Aug 2020
- San Marcos High SchoolAug 2019 to Jun 2020
- UnemployedJun 2019 to Aug 2019
- San Marcos High SchoolAug 2018 to Jun 2019
- UnemployedJul 2018 to Aug 2018
- La Colina Junior High SchoolAug 2017 to Jul 2018
- UnemployedJul 2017 to Aug 2017
- La Colina Junior High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8116525
- Firm CRD
- 106693