Edward Nathaniel Henry

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

• 01/2022 → Present
  Goldman Sachs & Co.
  New York, NY
• 03/2021 → 09/2021
  Goldman Sachs & Co.
  San Francisco, PA
• 06/2020 → 09/2020
  Shelby Financial Corporation
  Malvern, PA
• 05/2020 → 09/2020
  Shades Of Ocean City
  Ocean City, NJ
• 04/2019 → 09/2019
  Ascensus
  Dresher, PA
• 05/2016 → 09/2018
  Shades Of Ocean City
  Ocean City, NJ
• 09/2013 → 06/2017
  Mainland Regional High School
  Linwood, NJ
• 09/2017 → 12/2021
  Drexel University
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-03-29

Other Names

• Edward Nathaniel Henry