Kerly Leandra Chirinos

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 09/2021
  Morgan Stanley
  Temple Terrace, FL
• 09/2017 → 09/2020
  Kerly Cortez, P.A.
  Miami, FL
• 04/2016 → 09/2017
  Extended Travel
  Miami, FL
• 10/2021 → 01/2022
  Unemployed
  Miami, FL
• 01/2022 → Present
  Goldmam Sachs & Co. Llc
  New York, NY

Previous Registrations

• 2022-03-17 → 2023-11-17
  United Capital Financial Advisors
  Miami, FL
• 2021-01-27 → 2021-09-23
  Morgan Stanley
  Tampa, FL
• 2014-09-15 → 2016-08-19
  We Family Offices
  Coral Gables, FL

Other Businesses

Owner of Condo Rental - K. Chirinos, a residential real estate investment property. Activity will take place in Miami, FL. Organization is not primarily engaged in investment-related activity. Start date was March 14, 2022. One hour per year. Duties include the general management of the property.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-26
• S65 Uniform Investment Adviser Law Examination
  2014-08-21

Other Names

• Kerly Leandra Chirinos
• Kerly Chirinos
• Kerly L Chirinos