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Elizabeth Margaret Bell

Goldman Sachs Wealth Services, L.P.

Chicago, IL

Deerfield, IL

CRD 6124670

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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:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-06
  • IL RA
    APPROVED
    Since 2025-08-06

Branch Locations

71 South Wacker Drive Suite 1200, Chicago, IL 60606 • United States

540 Lake Cook Road Suite 600, Deerfield, IL 60015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs & Company Miami FL 06/2022 Present
W Greig & Company Llc Miami Beach FL 10/2020 05/2022
Datum 9 Analytics Llc Miami Beach FL 04/2016 09/2020
  • 06/2022 → Present
    Goldman Sachs & Company
    Miami, FL
  • 10/2020 → 05/2022
    W Greig & Company Llc
    Miami Beach, FL
  • 04/2016 → 09/2020
    Datum 9 Analytics Llc
    Miami Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2022-07-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2022-07-26
Other Names
  • Elizabeth Margaret Bell

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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