Lilly S Adelstein

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

• 07/2025 → Present
  Goldman Sachs & Co. Llc
  New York, NY
• 05/2025 → 07/2025
  Unemployed
  Highland Park, IL
• 08/2024 → 05/2025
  The Ohio State University
  Columbus, OH
• 06/2024 → 08/2024
  Goldman Sachs & Co. Llc
  Deerfield, IL
• 08/2023 → 05/2024
  The Ohio State University
  Columbus, OH
• 04/2023 → 08/2023
  E78 Partners Llc
  Oak Brook, IL
• 08/2021 → 05/2023
  The Ohio State University
  Columbus, OH
• 09/2017 → 05/2021
  Highland Park High School
  Highland Park, IL
• 09/2014 → 05/2017
  Northwood Middle School
  Highland Park, IL
• 05/2017 → 09/2017
  Unemployed
  Highland Park, IL
• 05/2021 → 08/2021
  Finish Strong Athletics
  Lake Forest, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-09-15

Other Names

• Lilly S Adelstein
• Lilly Sloan Adelstein