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Ariel Gonzalez

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7201927

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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 2026-01-09
TX RA APPROVED 2021-12-02
  • CA RA
    APPROVED
    Since 2026-01-09
  • TX RA
    APPROVED
    Since 2021-12-02

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
The Ayco Company, L.P./Mercer Allied Latham NY 11/2019 01/2021
Stanford Pre-Collegiate Studies Stanford CA 05/2018 07/2019
Summer @ Brown Providence RI 05/2016 08/2017
Unemployed Denver City TX 08/2019 11/2019
Brown University Providence RI 08/2015 05/2019
Brown University Athletics Providence RI 09/2016 05/2019
Capital Good Fund Providence RI 06/2017 08/2017
Goldman Sachs & Co. Llc Dallas TX 01/2021 Present
  • 11/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 05/2018 → 07/2019
    Stanford Pre-Collegiate Studies
    Stanford, CA
  • 05/2016 → 08/2017
    Summer @ Brown
    Providence, RI
  • 08/2019 → 11/2019
    Unemployed
    Denver City, TX
  • 08/2015 → 05/2019
    Brown University
    Providence, RI
  • 09/2016 → 05/2019
    Brown University Athletics
    Providence, RI
  • 06/2017 → 08/2017
    Capital Good Fund
    Providence, RI
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-26
  • S66 Uniform Combined State Law Examination
    2020-10-26

View on SEC IAPD

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