Best Investors Account Sign in

Dylan Julius Ritter

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

CRD 8136613

Claim This Profile
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
GA RA APPROVED 2025-09-22
  • GA RA
    APPROVED
    Since 2025-09-22

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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 & Co. Llc New York NY 07/2025 Present
Lg Capital Investors Charleston SC 10/2024 06/2025
Unemployed Charleston SC 06/2025 07/2025
Full-Time Education Charleston SC 08/2021 06/2025
Massmutual South Carolina Charleston SC 05/2024 08/2024
Marietta Cpas Indianapolis IN 09/2020 04/2021
Full-Time Education Zionsville IN 07/2015 05/2021
  • 07/2025 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 10/2024 → 06/2025
    Lg Capital Investors
    Charleston, SC
  • 06/2025 → 07/2025
    Unemployed
    Charleston, SC
  • 08/2021 → 06/2025
    Full-Time Education
    Charleston, SC
  • 05/2024 → 08/2024
    Massmutual South Carolina
    Charleston, SC
  • 09/2020 → 04/2021
    Marietta Cpas
    Indianapolis, IN
  • 07/2015 → 05/2021
    Full-Time Education
    Zionsville, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor