Nate Danielle Collette

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Philadelphia, PA
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Philadelphia, PA

Previous Registrations

• 2013-04-23 → 2015-06-25
  Td Private Client Wealth Llc
  Philadelphia, PA
  New York, NY
  Philadelphia, PA
• 2003-09-23 → 2005-11-01
  Mbsc, Llc
  Radnor, PA

Exams

• S66 Uniform Combined State Law Examination
  2013-02-12

Designations

• Certified Financial Planner

Other Names

• Nate' Danielle Collette