Carson Eric Poulin

Financial advisor at Goldman Sachs Wealth Services, LP · Deerfield, IL

Last updated 2026-10-10

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Carson Eric Poulin is a financial advisor at Goldman Sachs Wealth Services, LP in Deerfield, IL, CRD 7584964. Licenses and exams on the registration: Series 66. IAPD registration began 2023-09-12.

Registration

CRD number
7584964
Registration status
Active
IAPD registration
2023-09-12
Industry Experience
3 years
Work Experience
11 years
States registered
IL

Licenses and exams

  • Series 66

Work history

  • 2023-07 to Present · Goldman Sachs Ayco · Deerfield, IL
  • 2015-05 to 2018-08 · New Era Grafix · London
  • 2021-06 to 2021-08 · Spm Financial · London
  • 2022-06 to 2022-08 · Goldman Sachs Ayco · Deerfield, IL
  • 2022-01 to 2023-05 · Lake Forest College · Lake Forest, IL
  • 2019-08 to 2023-05 · Lake Forest College · Lake Forest, IL
  • 2018-08 to 2019-08 · N/A · London

Current employment

SEC IAPD record for Carson Eric Poulin

Goldman Sachs Wealth Services, LP

Regulatory AUM
$31,688,347,042
Registered advisors
1,141
Offices
136
Clients per advisor
103.2 (Moderate)
Average AUM per client
$269.2K (Low)
High-net-worth client ratio
33.0% (Moderate)

Goldman Sachs Wealth Services, LP: advisors, services and reported ETF investments

About

Carson Eric Poulin is a financial advisor at Goldman Sachs Wealth Services, LP in Deerfield, IL. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Goldman Sachs Ayco, Lake Forest College, Spm Financial, N/A, among others.

Goldman Sachs Wealth Services, LP's firm-level Form ADV reports 1,141 advisors across 136 offices; approximately 103.2 clients per advisor, average assets per client of $269,232, and regulatory AUM of $31.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.

What this firm offers

Filed by Goldman Sachs Wealth Services, LP on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Subscription Fees (Newsletter or Periodical)
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

540 Lake Cook Road, Deerfield, IL 60015

99 advisors at this office.

Goldman Sachs Wealth Services office in Deerfield, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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