Chase Patrick Dunnahoe
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2026 to now
- Goldman Sachs & Co. LLCAug 2026 to now
- Goldman Sachs & Co. LLCJun 2025 to Aug 2025
- Kings County District Attorney's OfficeJun 2024 to Aug 2024
- Albany Law SchoolAug 2023 to May 2026
- Friedman & Feiger, LLP.Aug 2022 to Jul 2023
- Texas State SenateJan 2021 to May 2021
- Riverside HomebuildersMay 2019 to Jul 2019
- University of Texas At AustinAug 2018 to May 2022
- Riverside HomebuildersMay 2018 to Jul 2018
- Temple Christian High SchoolAug 2014 to May 2018
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
- 8116774
- Firm CRD
- 106693