Heather N. Lee

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

• 06/2018 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 07/2013 → 03/2018
  Lake Street Plaza Theatres
  Penn Yan, NY
• 09/2017 → 05/2018
  Mass Mutual
  Syracuse, NY
• 08/2014 → 05/2018
  Le Moyne College
  Syracuse, NY
• 05/2016 → 08/2017
  Yates County Workforce Development
  Penn Yan, NY
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16

Other Names

• Heather Lee