J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
10yrs
Devon Bateman
Full name on record: Devon James Bateman
Financial advisor at Goldman Sachs Wealth Services
Based in Miami, Florida, Devon Bateman is a fiduciary financial advisor with 10 years of industry experience. Devon joined Goldman Sachs Wealth Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 65% of advisors at Goldman Sachs Wealth Services
Office200 South Biscayne Blvd Suite 3700, Miami, FL 33131
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$215,149
Advisors at the firm1,137
States licensed ?1 state
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowGoldman Sachs Wealth Services, L.P.Current firm
Contact Devon
Local office(305) 755-1000Ask for Devon. (518) 886-4000Main office · Cohoes, NY 200 South Biscayne Blvd Suite 3700Miami, FL 33131Office · Get directions LinkedIn pageGoldman Sachs Wealth Services
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devon
How do I contact Devon?
Call Devon’s local office at (305) 755-1000 or the Goldman Sachs Wealth Services main office at (518) 886-4000, and ask for Devon Bateman.
How long has Devon been a financial advisor?
Devon has been in the industry since 2016, about 10 years. More experience than 65% of advisors at Goldman Sachs Wealth Services.
What licenses does Devon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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