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Julian Louis Manzano

Goldman Sachs Wealth Services, L.P.

Morristown, NJ

CRD 7610938

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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
NJ RA APPROVED 2025-11-26
  • NJ RA
    APPROVED
    Since 2025-11-26

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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 & Co. Llc New York NY 07/2022 Present
Bank Of America Cranford NJ 10/2021 06/2022
Creative Financial Group Fairfield NJ 01/2021 09/2021
Seton Hall University South Orange NJ 08/2018 05/2020
Subway Kearny NJ 12/2016 04/2017
Seton Hall University South Orange NJ 08/2016 05/2020
Petsmart Secaucus NJ 07/2017 07/2018
Amazon Avenel NJ 03/2021 04/2021
Mid-Atlantic Waterproofing Piscataway NJ 06/2019 07/2019
None Kearny NJ 05/2020 01/2021
  • 07/2022 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 10/2021 → 06/2022
    Bank Of America
    Cranford, NJ
  • 01/2021 → 09/2021
    Creative Financial Group
    Fairfield, NJ
  • 08/2018 → 05/2020
    Seton Hall University
    South Orange, NJ
  • 12/2016 → 04/2017
    Subway
    Kearny, NJ
  • 08/2016 → 05/2020
    Seton Hall University
    South Orange, NJ
  • 07/2017 → 07/2018
    Petsmart
    Secaucus, NJ
  • 03/2021 → 04/2021
    Amazon
    Avenel, NJ
  • 06/2019 → 07/2019
    Mid-Atlantic Waterproofing
    Piscataway, NJ
  • 05/2020 → 01/2021
    None
    Kearny, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2025-11-24

View on SEC IAPD

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