UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
New
Oliver DeFerrari
Financial advisor at Goldman Sachs Wealth Services
Oliver DeFerrari is a fiduciary financial advisor in Dallas, Texas, registered since Sep 2026. Oliver joined Goldman Sachs Wealth Services in 2026, 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office2001 Ross Avenue Suite 2800, Dallas, TX 75201
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowGoldman Sachs Wealth Services, L.P.Current firm
Contact Oliver
(518) 886-4000Firm headquarters in Cohoes, NY. Ask for Oliver. 2001 Ross Avenue Suite 2800Dallas, TX 75201Office · Get directions LinkedIn pageGoldman Sachs Wealth Services
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Questions to ask Oliver
Tailored to Oliver’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Oliver
How do I contact Oliver?
Call Goldman Sachs Wealth Services at (518) 886-4000 and ask for Oliver DeFerrari. Oliver works from the Dallas, TX office.
How long has Oliver been a financial advisor?
Oliver is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Oliver hold?
Series 66. Tap any license on this page to see what it allows.
Is Oliver a fiduciary?
Oliver is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Oliver 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 Oliver 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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