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Daniel Kevin Corazon

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.

  1. Goldman Sachs Wealth Services, L.P.Sep 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. UnemployedMay 2026 to Jul 2026
  4. University of FloridaAug 2025 to May 2026
  5. Goldman Sachs & Co. LLCJun 2025 to Aug 2025
  6. University of FloridaAug 2024 to May 2025
  7. Therrel BaisdenJul 2024 to Aug 2024
  8. US Century BankMay 2024 to Jul 2024
  9. University of FloridaAug 2023 to May 2024
  10. Total View AdvisorsJul 2023 to Jul 2023
  11. UnemployedJun 2023 to Jul 2023
  12. University of FloridaJun 2022 to Jun 2023
  13. Christopher Columbus HighschoolAug 2018 to Jun 2022
  14. UnemployedJan 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8116939
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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