Andrew Christopher Montoya

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

• 07/2023 → Present
  Goldman Sachs
  Newport Beach, CA
• 08/2022 → 05/2023
  Franklin And Marshall College
  Lancaster, PA
• 06/2022 → 08/2022
  Goldman Sachs
  Newport Beach, CA
• 08/2021 → 05/2022
  Franklin And Marshall College
  Lancaster, PA
• 06/2021 → 08/2021
  Context Capital Partners
  Bala Cynwyd, PA
• 08/2020 → 05/2021
  Franklin And Marshall College
  Lancaster, PA
• 06/2020 → 08/2020
  Meoded Paint And Plaster
  Los Angeles, CA
• 09/2012 → 05/2019
  Grade School
  Los Angeles, CA
• 08/2019 → 05/2023
  Franklin And Marshall College
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11