Sarah Yuen
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Goldman Sachs & Co. LLCJan 2021 to now
- Goldman Sachs Wealth Services, L.P.Oct 2020 to now
- The Ayco Company, L.p./mercer AlliedNov 2019 to Jan 2021
- UnemployedMay 2019 to Nov 2019
- Prenovost, Normandin, Bergh, and Dawe, Apc.Sep 2018 to Mar 2019
- The Law Firm of Higbee and AssociatesMay 2017 to Jan 2018
- Chapman University Dale E. Fowler School of LawAug 2016 to May 2019
- Michaels Arts and CraftsAug 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 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
- 7204255
- Firm CRD
- 106693