Maximiliano G Briones

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

• 01/2026 → Present
  Goldman Sachs & Co. Llc
  New York, NY
• 07/2024 → 10/2025
  Advantage Xpo
  Newport Beach, CA
• 01/2020 → 08/2020
  Instacart
  El Centro, CA
• 01/2022 → 05/2024
  San Jose State University
  San Jose, CA
• 08/2019 → 12/2021
  Imperial Valley College
  Imperial, CA
• 08/2015 → 06/2019
  Southwest High School
  El Centro, CA
• 10/2025 → 01/2026
  Unemployed
  Newport Beach, CA
• 05/2024 → 07/2024
  Unemployed
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-19