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Christie Faith Chen

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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

11 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Sep 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. Brandwein's BagelsJan 2026 to May 2026
  4. Kenan-flagler Undergraduate Business SchoolAug 2025 to Dec 2025
  5. Goldman Sachs & Co. LLCJun 2025 to Aug 2025
  6. Parker DeweyNov 2023 to Apr 2024
  7. USA FootballJan 2023 to Jul 2023
  8. Unc Chapel HillAug 2022 to May 2026
  9. Jamba JuiceJun 2021 to Aug 2022
  10. Chick-fil-aAug 2020 to Mar 2021
  11. John P. Stevens High SchoolSep 2018 to Jun 2022
  12. Woodrow Wilson Middle SchoolSep 2015 to Jun 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
8117102
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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