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Anakaren Rosas

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7333652

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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-26

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Ayco Personal Financial Management Irvine CA 08/2021 Present
Goldman Sachs Ayco Personal Financial Management Irvine CA 07/2020 04/2021
Fowler School Of Law Chapman Tax Law Clinic Orange CA 01/2020 05/2020
Law Offices Of Alicia D. Taylor Santa Ana CA 04/2019 09/2019
Higbee & Associates Santa Ana CA 01/2017 05/2017
Fowler School Of Law Chapman University Orange CA 08/2018 05/2021
California State University Fullerton Fullerton CA 08/2016 06/2018
  • 08/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Irvine, CA
  • 07/2020 → 04/2021
    Goldman Sachs Ayco Personal Financial Management
    Irvine, CA
  • 01/2020 → 05/2020
    Fowler School Of Law Chapman Tax Law Clinic
    Orange, CA
  • 04/2019 → 09/2019
    Law Offices Of Alicia D. Taylor
    Santa Ana, CA
  • 01/2017 → 05/2017
    Higbee & Associates
    Santa Ana, CA
  • 08/2018 → 05/2021
    Fowler School Of Law Chapman University
    Orange, CA
  • 08/2016 → 06/2018
    California State University Fullerton
    Fullerton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • Anakaren Martinez

View on SEC IAPD

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