Advisor at Goldman Sachs Wealth Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Goldman Sachs Wealth Services
Location
Morristown, NJ 07960
Credentials
Series 66
Industry experience
< 1 year
Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. She has been with Goldman Sachs since 2024. Outside of her advisory role, she has experience with KBD Enterprises, LLC and has worked in education at Staten Island Academy and Fairfield University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of financial products and programs.
Based on Goldman Sachs Wealth Services
Based on Goldman Sachs Wealth Services
Flat fees charged for seminars ($1,000 to $4,000 per session) and certain Financial Wellness programs; Private Family Office integration fee $10,000-$25,000.
$0 - $500,000: 0.85% $500,000 - $1,000,000: Negotiated rates (varies) $1,000,000+: Up to 1.50% annually, varies by strategy and fee model
Commissions are charged on brokerage transactions and insurance referrals; insurance commissions vary by product and may include referral fees.
Hourly Financial Planning offered in limited circumstances, typically between $280 and $600 per hour.
Financial Wellness programs may include subscription or utilization-based fees, e.g., $25 to $250 annually per participant or $750-$1,000 per participant per year.
Account minimum: $1,000,000 Minimum fee: Financial Planning fees range from $2,500 to $100,000 annually, Private Family Office minimum annual fee of $125,000, billed quarterly, with a one-time integration fee $10,000-$25,000; Financial Wellness program fees vary from $25 to $250 annually per participant or utilization-based $750-$1,000 per participant per year; seminar fees $1,000 to $4,000 per session. Fee-only: Separate Financial Planning fees charged, typically ranging from $2,500 to $100,000 annually depending on services.
320 Headquarters Plaza East Tower, 12th Floor
Morristown, NJ 07960
New Jersey
Goldman Sachs & CO. LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Goldman Sachs & Co. LLC
2024 - 2024 (1 year)
Unemployed
2024 - 2024 (1 year)
Unemployed
2023 - 2023 (1 year)
Holly Hill Pool & Patio
2023 - 2023 (1 year)
Fairfield University
2022 - 2023 (1 year)
Holly Hill Pool & Patio
2022 - 2022 (1 year)
Fairfield University
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Private
2020 - 2020 (1 year)
KBD Enterprises, LLC
2019 - 2024 (5 years)
Unemployed
2019 - 2020 (1 year)
Staten Island Academy
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Staten Island Academy
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Staten Island Academy
2017 - 2017 (1 year)
Unemployed
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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