Sydnee Goodeaux
Investment adviser representative at Rwa Wealth Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rwa Wealth Partners, LLCDec 2025 to now
- Heritage Financial ServicesOct 2024 to Dec 2025
- UnemployedNov 2023 to Oct 2024
- Bank of America, N.A.Nov 2020 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Nov 2020
- Edward Jones InvesmentsJun 2018 to Aug 2019
- University of HoustonAug 2016 to May 2020
- TalbotsJun 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Rwa Wealth Partners
Legal name: Rwa Wealth Partners, LLC
$19.8BAssets managed
6,027Clients
72Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6959212
- Firm CRD
- 156984