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Stephanie Marie Parente

Investment Adviser Representative at Goldman Sachs Wealth Services, L.P.

Morristown, NJCRD #7941445Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Stephanie Marie Parente is an investment adviser representative with Goldman Sachs Wealth Services, L.P. in Morristown, NJ, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.

Office

320 Headquarters Plaza East Tower, 12th Floor
Morristown, NJ 07960

Advisors at this office: 88

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey
Broker:
2 states and territories

New Jersey, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/13/2025
Series 7
General Securities Representative Examination
Passed 10/1/2025
SIE
Securities Industry Essentials Examination
Passed 4/23/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Goldman Sachs Wealth Services, L.P.Current
10/15/2025 – Morristown, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Goldman Sachs & CO. LLC
    Jul 2025 – no end date reportedNew York, NY
  2. Fritz's
    Mar 2023 – Jun 2025New Brunswick, NJ
  3. Magic Fountain
    May 2019 – Jun 2024Summit, NJ
  4. Unemployed
    Aug 2014 – Apr 2019Springfield, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Goldman Sachs Wealth Services, L.P.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Subscription fee
Firm account minimum
$500,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,083
Offices listed on AdvisorFinder:
25
Main office:
Cohoes, NY
SEC file number:
801-48238

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 15, 2026

View full firm profile

Other advisors at Goldman Sachs Wealth Services, L.P.

Showing 12 of 1,083 in the directory

View Goldman Sachs Wealth Services, L.P. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephanie Marie Parente has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Stephanie Marie Parente (Goldman Sachs Wealth Services)