Anakaren Rosas
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Anakaren Rosas? Claim your profile
Contact this firm
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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2022 to now
- Goldman Sachs Ayco Personal Financial ManagementAug 2021 to now
- Goldman Sachs Ayco Personal Financial ManagementJul 2020 to Apr 2021
- Fowler School of Law Chapman Tax Law ClinicJan 2020 to May 2020
- Law Offices of Alicia D. TaylorApr 2019 to Sep 2019
- Fowler School of Law Chapman UniversityAug 2018 to May 2021
- Higbee & AssociatesJan 2017 to May 2017
- California State University FullertonAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7333652
- Firm CRD
- 106693