Scott Richard Ferguson

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

• 04/2021 → 12/2021
  Fidelity Investments
  Covington, KY
• 01/2021 → 04/2021
  General Electric Credit Union
  Cincinnati, OH
• 10/2020 → 01/2021
  Launch Technical Workforce Solutions Llc
  Hebron, KY
• 08/2020 → 10/2020
  Fedex
  Independence, KY
• 08/2019 → 08/2020
  University Of Cincinnati
  Cincinnati, OH
• 02/2018 → 08/2019
  Dhl Express
  Erlanger, KY
• 11/2017 → 02/2018
  Amazon.COm
  Hebron, KY
• 11/2016 → 11/2017
  Cincinnati Hills Christian Academy
  Cincinnati, OH
• 05/2016 → 11/2016
  Adm Mechanical Llc
  Bethel, OH
• 06/2022 → 01/2024
  Princeperelson & Associates
  Salt Lake City, UT
• 01/2024 → Present
  Goldman Sachs
  New York, NY
• 12/2021 → 06/2022
  Unemployed
  Lebanon, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-05-30
• S63 Uniform Securities Agent State Law Examination
  2021-10-04

Other Names

• Scott R Ferguson
• Scott Ferguson